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MODEL SERVICE AGREEMENT Catholic Charities, Diocese of Fort Worth, Inc. (Plan Sponsor) has selected Prime Capital Investment Advisors, LLC, doing business as Qualified Plan Advisors (QPA), to provide
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Contact Catholic Charities to inquire about their qualified plan advisors program.
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Provide necessary information about your organization and employee benefits goals.
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Follow the guidance provided by the advisors to successfully implement and administer the qualified plan.

Who needs catholic charitiesqualified plan advisors?

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Non-profit organizations looking to offer employee retirement benefits
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Companies seeking expert advice on designing and managing qualified retirement plans
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Employers who want to ensure compliance with regulations and provide competitive benefits to their employees
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Catholic Charities Qualified Plan Advisors is a consulting firm specializing in retirement plans for Catholic Charities organizations.
Organizations affiliated with Catholic Charities that offer retirement plans are required to file with Catholic Charities Qualified Plan Advisors.
The form can be filled out online on the Catholic Charities Qualified Plan Advisors website or submitted through mail.
The purpose of Catholic Charities Qualified Plan Advisors is to provide consulting services for retirement plans offered by Catholic Charities organizations.
Information such as plan details, participant data, contributions, and expenses must be reported on Catholic Charities Qualified Plan Advisors.
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