Qualified Plan Advisors (QPA) utilizes a team approach for each client, serving as an independent, unbiased fiduciary partner built on its foundation of in-house ERISA attorneys. 

QPA focuses on plan health and participant outcomes by providing retirement plan sponsors with professional services that include participant education and enrollment services, professionally managed allocation portfolios, plan design review and maintenance and ERISA 3(38) and 3(21) fiduciary services.

QPA’s goal is simple: To provide Plan Sponsors and participants meaningful professional services that have integrity at their core.

The testimonials, statements, and opinions presented on our website are applicable to the individuals depicting them. These opinions are based on true experiences and each opinion is unique to each individual client. Results will vary and may not represent or duplicate another experience of another client. The testimonials were voluntarily provided and are not paid, nor were they provided free products, services, or any benefits in exchange for said statement.

Advisory services offered through Prime Capital Investment Advisors, LLC. (PCIA), a Registered Investment Advisor. Prime Capital Investment Advisors doing business as Qualified Plan Advisors, “QPA.” 6201 College Blvd., Suite #150, Overland Park, KS 66211

Investment Management

Retirement

Qualified Plan Advisors

Qualified Plan Advisors' headquarters in Overland Park, KS, United States

Glenn Spencer

Jeff Dorfman

John Seibolt

Michael Del Re Iii

Jim Hirst

Tim Hakes

Brian Dillbeck

The Leadership Team at Qualified Plan Advisors is responsible for guiding the strategic direction of the company, ensuring compliance with fiduciary standards, and overseeing operations across various markets. This team collaborates to enhance client services, drive professional development, and foster a culture of excellence, all while maintaining the integrity and independence that define QPA’s commitment to plan sponsors and participants.

Leadership Team

The Investment and Financial Planning Team at Qualified Plan Advisors focuses on delivering tailored retirement solutions to plan sponsors and participants. This dynamic team, comprising investment analysts, certified financial planners, and communications developers, collaborates to create and manage professionally allocated portfolios, provide comprehensive financial education, and ensure compliance with ERISA fiduciary standards. Their overarching aim is to enhance plan health and improve participant outcomes through strategic planning and clear communication.

Investment and Financial Planning Team

The Compliance and Risk Management team at Qualified Plan Advisors ensures adherence to regulatory requirements and internal policies, safeguarding the firm and its clients from potential risks. With expertise from ERISA attorneys, the team develops compliance protocols, monitors adherence to fiduciary responsibilities, and conducts risk assessments. They also provide guidance and training to support plan sponsors in maintaining compliant retirement plans that prioritize participant outcomes.

Qualified Plan Advisors

Org chart

Teams

Leadership Team

Investment and Financial Planning Team

Compliance and Risk Management

Offices

Qualified Plan Advisors

Org chart

Teams

Leadership Team

Investment and Financial Planning Team

Compliance and Risk Management

Offices

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