|
Home
Client Services
Advisor Support
·
Sales Proposals and Presentations
·
Plan Installation Services
·
Enrollment Presentations/Support
·
Client Seminars
·
QRPS Preferred Provider Programs
Platforms
Staff
About QRPS
News
Plan Sponsor Web
QRPS is an independent
fee-based
administrative consulting firm
supporting the financial advisor
community. We do not provide
investment services and will not
accept commissions.
2724 Discovery Drive, Suite 100
PO Box 99163
Raleigh, NC 27624-9163
(919) 787-1011
Fax (919) 787-7016
|
Sales Proposals and Presentations
QRPS can obtain proposals from our
various preferred provider programs and assist you with product, service
and investment platform differences. Assistance with sales presentations
and client meetings is also available upon your request.
Plan Installation
Services
QRPS provides comprehensive support
with the setup and installation stages of new and takeover plans,
assigning a conversion coordinator to each new case.
The QRPS Director of Advisor Services offers on-site assistance with
completing required paperwork and collection of information.
Enrollment Presentations
and Support
QRPS offers training on how to conduct
enrollment meetings. On-site assistance with enrollment meetings is
available when needed.
Client Seminars
QRPS offers
assistance with client seminars that address pertinent retirement plan
issues of concern to employers, including fiduciary responsibility,
understanding plan costs, creative plan design concepts and preparing
for IRS audits.
QRPS
Preferred Provider Programs
Many investment
providers claim to be premier retirement plan record keepers and service
providers. Several offer a "bundled" approach, while others combine
their core strengths with specialists who complement those
strengths-commonly referred to as an "unbundled" approach.
Subscribing to
the "unbundled" approach, QRPS links directly with investment providers
committed to superior record keeping service and value. These providers
demonstrate their commitment by meeting the following standards:
∙ Quality
investment platform
∙ Effective interface with our administrative system
∙ Industry-leading communication and education tools
∙ Ongoing investment in technology
∙ Fiduciary tools and support
∙ State-of-the-art record keeping and reporting
∙ Established, dependable advisor support
∙ Reasonable cost and clarity of disclosure
QRPS is pleased
to offer services in partnership with several providers who consistently
meet these standards. Additionally, QRPS continually monitors the
quality of services and their ability to meet plan sponsor needs and
expectations.
We strive to
ensure that advisors choosing to work with QRPS and our preferred
provider programs will always be associated with a high quality solution
that continually meets the demands of an increasingly competitive
marketplace.
Back to top
|
