Clients can work with QP Consulting in one of two ways. The bulk of our business is performed as ongoing retainer business. Through an ongoing relationship with a client, we can not only serve in either an ERISA 3 (21) or 3 (38) capacity, but we can also provide the necessary services to properly assist plan participants in understanding and effectively using the plan. These services include (*some depend on recordkeeping platform capabilities):

• Quarterly Fiduciary Reports
• Investment Monitoring
• Investment Policy Statement Drafting & Revisions
• On-site Education Meetings
• Quarterly Archived Fiduciary Web Seminars
• Bi-annual Archived Participant Web Seminars
• Annual Fee Benchmarking
• Qualified Default Investment Alternative Benchmarking
• Participant Gap Analysis Reports
• Participant Paycheck Analysis Reports
• Plan Sponsor Plan Effectiveness Reporting
• On-site Fiduciary Review Meetings
• Vendor Negotiations
• Custom Enrollment Videos
• Targeted Video Education Series
• Model Portfolio Creation & Updating*

For clients with over ten million dollars in assets, we charge a fixed fee that is billed quarterly in arrears. For clients with fewer than ten million dollars in assets, we base our fee on a percentage of the plans assets or a fixed fee. This fee is billed quarterly in arrears and can be either invoiced to the plan sponsor or swept from plan assets (depending on recordkeeping platform capabilities).