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Qualified Plan Advisors Resources

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Imagine if your workforce didn’t have to carry the financial baggage that burdens many employees? What if they knew they were on track for a dignified retirement? What impact could a more engaged, more financially secure workforce have on your business? At Qualified Plan Advisors, we truly believe that every organization deserves to work with participant-driven fiduciaries who engage in meaningful conversations, who care deeply about participant success and the participants they serve with the personal guidance they need to help achieve their retirement goals. Our team is built to serve and make a difference. 

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Who is QPA

We work with organizations to design retirement plans that support their overarching corporate and human resource objectives. We work with these same organizations to identify the retirement plan service providers that best fit their needs and goals.  

Service Model

Our service model begins and ends with the participants. We meet with people, arm them with ideas and solutions to pursue better outcomes, and carefully assess data to track their progress. We understand that the retirement plan is one piece of the bigger financial wellness puzzle. 

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Financial Wellness & Education Solutions

Our keen focus on education is just one factor that truly sets us apart. We believe in providing plan sponsors the educational resources they need to successfully navigate their fiduciary responsibilities, and the participants they serve with the personal guidance they need to achieve their retirement goals. The resources below are designed to help arm plan sponsors with the latest in fiduciary news and developments. Gain greater knowledge and the confidence needed to maintain, attract, and reward employees.

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Annual Qualified Plan Fiduciary Summit

The Qualified Plan Fiduciary Summit is a deeply collaborative experience, laser-focused on helping plan sponsors pinpoint innovative strategies for making their organization’s retirement program more competitive. If you face any challenges in recruiting, retaining talent, or communicating with your employees, this event is for you! 

Register here for this year’s 15th annual event! 

Calling All Roughstock Fans

Do you like Rodeos? If so, then let ‘er rip, tater chip and fill out the form below for your chance to score a spot with Qualified Plan Advisors at this year’s American Royal Rodeo!  

Event Details

Event: American Royal Rodeo 
Location: 1701 American Royals Ct, Kansas City, MO 64102 

Date: May 6, 2023 
Tailgate Time: 5:00 PM
Rodeo: 6:30 PM
Beer Garden/Live Music: 9:30 PM

Request Your Tickets Here

The professionals at Qualified Plan Advisors stand ready to help your organization provide innovative retirement plan benefits.  Want their help? Schedule a call today by using the button below.

Schedule A Call Today
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Joe Hildebrand, AIF®

EXECUTIVE DIRECTOR

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Brad Holdhusen, AAMS®, AIF®

FINANCIAL ADVISOR

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Payton Thielmann

FINANCIAL ADVISOR

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Christian Chalabi

RETIREMENT PLAN ADVISOR

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Pierson McAtee

WEALTH ADVISOR

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Rich Laing

RETIREMENT PLAN ADVISOR

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Brian Burwell, AIF®

RETIREMENT PLAN ADVISOR

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Darin Henderson, AIF®

RETIREMENT PLAN ADVISOR

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Want to chat? Let's get the conversation started.

 If you would like to speak to one of our advisors or would like to request additional information, fill out this form!

 

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CONTACT US

6201 College Boulevard, Suite #150
Overland Park, KS 66211

Phone: 800-493-6226
Fax: 913-491-3214
contact@primefinancial.com

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Disclosure Information

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck. Broker Check

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