Qualified Plans, LLC Employee Directory

Financial ServicesGeorgia, United States11-50 Employees

Qualified Plans, LLC operates in the financial services sector, focusing on retirement plan administration and operation. The company emphasizes a concierge-style service model, where relationship managers serve as the single point of contact for all aspects of plan operation and administration and collaborate with clients’ trusted investment advisors to ensure the plan runs effectively for each client. With more than three decades of experience, Qualified Plans positions itself as a partner that offers proactive consultation and dependable guidance, including the option to act as an administrative 3(16) fiduciary to assume responsibility and liability for plan maintenance. The firm is based in Savannah, Georgia, and serves clients through a personalized, national presence, underscoring its emphasis on responsive service and experienced personnel. Founded on a long-standing history in retirement plan administration, Qualified Plans highlights its seasoned staff, many of whom have spent extensive periods with the firm. } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }

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