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Client Services
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High Touch Service
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Plan Installation Support
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Plan Design Expertise
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Competitive Fee Structure
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Data Collection/Reporting
Advisor Support
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
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High Touch Service
QRPS is committed to providing the most
attentive support you have ever experienced!
Plan Installation
Support
New cases are assigned to a QRPS
conversion coordinator, who guides your client through all aspects of
the new plan setup or plan conversion. Our installation process assures
that every task involved with the change from the old provider to the
new one is monitored closely and executed thoroughly.
Plan Design Expertise
QRPS is committed to designing plans to
meet the employer's specific needs, sponsoring a variety of plan
documents to cover most situations:
∙ Standard
401(k) with and without Profit Sharing
· Standard, Integrated and Cross Tested Profit Sharing
∙ Safe Harbor 401(k)
The Director of
Client Services meets with you and your client to explore the various
plan design options available to employers in designing their specific
plans. This ensures that your client chooses plan provisions that best
meet their retirement plan objectives.
Competitive Fee Structure
Setup and plan
conversion fees are generally waived when QRPS preferred provider
programs are utilized. Annual administrative fees can be billed to the
employer or deducted from participant balances.
Our Director of
Client Services continually monitors and reviews fees to make certain
that QRPS maintains a market-competitive fee structure.
Streamlined
Data Collection and Reporting
When linked with
a preferred provider program, QRPS delivers all the efficiency of a
"bundled" provider through:
· Electronic
transfer of data directly to QRPS
∙ Verification of deferral contributions
∙ Calculation of matching contributions
∙ Direct debit of funds for immediate deposit
Ongoing
accumulation of census data enables discrimination testing at any time,
tracking of eligible participants for enrollment purposes, and timely
handling of loans and distributions. In addition, this minimizes your
client's efforts in compiling the annual census data required for
year-end administration.
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