Qualified Plan Advisors (QPA) has been delivering employee education for over 20 years. Our team of investment management professionals works with plan fiduciaries to implement investment and retirement savings strategies intended to make a difference in participants’ futures.

Our second annual Financial Wellness Survey Report is essential for assessing the effectiveness of our financial wellness program. It’s vital to measure progress both in the short and long term, going beyond participation and deferral rates. Employees’ insights into their financial lives are crucial.