Qualified Concepts, Inc.

Firm Profile

FIRM PROFILE
We specialize in the design, development, implementation and ongoing administration of retirement plans for small to mid sized businesses. We design complex plans as well as those trying to minimize effort and cost with simplistic programs. We provide smart, customized retirement plan solutions tailored to each client. We assist our clients to run a compliant, cost efficient program that employees appreciate.

KEY CONTACTS
Jacqueline Bochenski, (847) 934-1104,
jackie@qualifiedconcepts.com
Marianne Kral, (847) 934-1104
randy@qualifiedconcepts.com
WEBSITE qualifiedconcepts.com
ESTABLISHED 1989

STATE(S) WHERE WE HAVE A PHYSICAL PRESENCE
Illinois
SPONSORED PLANS SUPPORTED 50

TOTAL ASSET VALUE OF THE EMPLOYMENT BASED PLANS SUPPORTED
As of 06/30/16 $76 MM
As of 12/31/15 not easily available

PARTICIPANTS COVERED BY THE EMPLOYMENT BASED PLANS SUPPORTED
As of 06/30/16 850
As of 12/31/15 not easily available

TARGET MARKET(S)
Small to mid size businesses, all industries

KINDS OF PLAN(S) SUPPORTED
401(k), Traditional defined benefit, Cash balance/hybrid, Profit-sharing, Money purchase pension, 403(b), other DC plans

CUSTODIAN(S) USED
Nationwide, John Hancock, American Funds, TIAA-CREF, Principal, Empower

FEE STRUCTURE
Per participant fee

SERVICE(S) PROVIDED
Compliance support, Preparation of loan paperwork, Processing of loan applications, Non-discrimination testing, Plan design consulting, Plan audit support, Actuarial calculations & support, Form 5500 preparation, QDRO Review, Hardship distribution requests