Qualified Plan Administration & Consulting

Building and Managing a Plan That Serves Your Organization Today and Into the Future

We offer all the sophisticated services you expect from a top CPA and advisory firm.

While we offer services similar to other firms, it’s our service style that truly sets us apart. With more than 40 years of experience serving retirement planning needs, the experts at CSH will help you stay compliant, manage risk and make smart decisions. We also respond promptly, take pride in the quality of our work and truly care about your success – now and in the future.

Design

We design custom retirement plans geared to each client’s financial situation. We are unaffiliated with any investment advisor, custodian, record keeper or product line. While other providers may try to fit your needs into a box that is already created, we can work outside of the box to provide a personalized solution. We strive to know you and your business. We listen to your needs, ask clarifying questions and respond accordingly.

Implementation

Our solution includes customizing your plan design and ensuring that it aligns with the forms and procedures necessary to meet your specialized needs. Throughout our relationship, we will keep you and your staff abreast of fiduciary responsibilities, important deadlines, any changes in law, and trends in interpretation. The end result is implementation of the best wealth accumulation and wealth protection plan for your employees.

Administration

If desired, a dedicated Plan Administrator can handle the day-to-day administration of your retirement plan. We know there is stress associated with year-end planning, so we proactively support you with projected year-end allocations and can also facilitate bonus calculations if needed. Easing your stress and your workload is part of our client-centered philosophy. Our team consistently exceeds client expectations because we are dedicated to timely, accurate service. Our team has over 125 years of combined experience and we pride ourselves on meeting client needs responsively and proactively.

Year-Round Focus

Retirement plan design, administration and consulting are QPAC’s only focus. We concentrate solely on employee benefit plans year-round. This is a core competency of our firm, not an add-on business, and our clients notice. We offer design, implementation and administrative services for: