GUiding you and your employees to financial succesS.

Created in 2002, QP Consulting sought to fill the void of retirement plan specialists in the small and mid plan market. QP operates on a fee-only basis and accepts no compensation from third party vendors, thereby assuring its complete independance from them. Its fully disclosed revenue comes only from its clients, which helps to avoid conflicts of interest.

WE ASSIST RETIREMENT PLAN COMMITTEES IN NAVIGATING LEGISLATION, REGULATION AND LITIGATION

A Clear Choice

Sponsors of retirement plans have a clear choice. Retain an investment advisor that’s an ERISA section 3(38) investment manager and transfer significant fiduciary responsibilities and liabilities to that qualified advisor. This choice is an obvious and easy one when...

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Our Firm

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Services

Clients can work with QP Consulting in one of two ways. The bulk of our business is performed as ongoing retainer business. Through an ongoing relationship with a client, we can not only serve in either an ERISA 3 (21) or 3 (38) capacity, but we can also provide...

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latest blog post

As promised, the MEGA back door Roth (and why it is likely irrelevant for you)

Our last post we talked about the back door Roth IRA. This time we are backing up the dump truck so we can load up on Roth contributions to our retirement (or likely not). The Mega Back Door Roth IRA is written about all the time. We frequently field calls from savers looking to get more money into their retirement plan. Most know the name of this approach but don't know the details. Unfortunately those details really matter and frequently kill this as a possibility. Fir

mark61504

7 hours ago2 min read