GUiding you and your employees to financial succesS.

Created in 2002, QP Consulting sought to fill the void of retirement plan specialists in the small and mid plan market. QP operates on a fee-only basis and accepts no compensation from third party vendors, thereby assuring its complete independance from them. Its fully disclosed revenue comes only from its clients, which helps to avoid conflicts of interest.

WE ASSIST RETIREMENT PLAN COMMITTEES IN NAVIGATING LEGISLATION, REGULATION AND LITIGATION

A Clear Choice

Sponsors of retirement plans have a clear choice. Retain an investment advisor that’s an ERISA section 3(38) investment manager and transfer significant fiduciary responsibilities and liabilities to that qualified advisor. This choice is an obvious and easy one when...

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Our Firm

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Services

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...

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latest blog post

The Over Talked About Back Door Roth IRA

The back door Roth IRA is one of the more talked about planning tools available to retirement savers. It is number two in our limited opinion to the Mega-Back Door Roth IRA (stayed tuned for our next blog post on why this probably isn't relevant for you). For high income earners which is those with AGI (adjusted gross income) above 168K for single filers in 2026 and 252K for joint filers in 2026, it is a way to incrementally get a little more saved on an after tax basis. Th

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3 hours ago1 min read