Qualified Plan Solutions LC
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Mailing Address:
P. O. Box 547
Colwich, KS 67030-0547

Physical Address:
2118 N. Tyler Road, Suite 100C
Wichita, KS 67212-4919

Phone: 316-269-3044
Toll Free: 844-269-3044
Fax: 316-269-3046

Email:
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Our Services

We offer a full range of retirement plan services to meet the needs of you and your employees. Click below for details of the services provided:
 

Plan Design and Implementation
Defined Contribution Plan Administration, Annual Compliance Testing and Government Reporting
Defined Benefit Plan Actuarial Services and Administration
Consulting Services

Plan Design and Implementation

Selecting, customizing and implementing a plan can be a complex process. Our professional staff can guide you through each step of the process to design a plan that meets the needs of you and your employees.

Defined Contribution Plan Administration, Annual Compliance Testing and Government Reporting

We perform the following services in order to provide smooth and efficient plan operation:

  • Preparation of Summary of Plan Specifications
  • Determination of eligible participants for the annual discrimination testing
  • Calculation of contribution accruals and allocation of employer and employee contributions
  • Determination of vested percentage of participants’ accounts for distribution purposes
  • Loan calculation, set-up, amortization and tracking
  • Distribution processing
  • Reconciliation of Trust Accounting
  • Preparation of actual deferral percentage and actual contribution percentage discrimination tests
  • Testing for compliance with Sections 415 (annual additions), 410(b) coverage and 401(a)(4), as applicable
  • Testing of account balances for top heavy status
  • Preparation of the Form 5500 series filings
  • Preparation of Form 8955-SSA, when required
  • Preparation of the Summary Annual Report

Defined Benefit Plan Actuarial Services and Administration

We collaborate with actuarial firms to provide a local point of contact for employers who have both defined contribution and defined benefit plans.

Consulting Services

  • Assistance with plan amendments, terminations and mergers
  • Vendor selection
  • Assistance with plan correction issues
  • Plan design studies
  • Assistance with IRS and DOL audits

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