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Defined Contribution Plans

One certainty of today's world is that each of us is responsible for contributing to our financial security during retirement years. Defined contribution plans are one method by which an employer can support its employees in planning for their financial futures. Our firm helps each client design and implement plans which will benefit both the employer on a current tax-deductible basis and the employee on a tax-deferred basis. We design the plan features that best suit the needs of your company and your employees.

Specialization

Our firm's staff specializes in the administration of profit sharing, money purchase, 401(k), 403(b), employee stock ownership (ESOP), and non-qualified tax-deferred compensation plans. Our service-minded approach and eye for automation help assure prompt and accurate administration of your defined contribution plans. We work with you in every phase of plan administration, from data gathering and account reporting, to compliance testing and legislative changes.

ESOP

We specialize in the administration of ESOPs. As an employee owned company, we understand the complexities of ESOPs. Our services include repurchase liability studies. We provide consulting on ESOPs from an ESOP point of view.

Flexibility

Our flexible computer system helps us work efficiently to perform a broad range of record keeping activities.  In addition, QFA works with several Third Party Administrators to provide our clients with the best service and very competitive pricing.


 

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