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Qualified Plan Advisors expands into Texas, hires retirement team

Qualified Plan Advisors expanded into Houston and appointed Robert Massa to serve as managing director and head of Houston operations.

Additionally, the company entered into a strategic partnership with the retirement plan practice of Ascende Wealth Advisers Inc., a division of EPIC Insurance Brokers and Consultants.

Under this agreement, Qualified Plan Advisors will provide services to Ascende Wealth retirement clients and the former hired the latter's retirement practice employees as of Jan. 1.

The agreement will add approximately $4 billion in assets under advisement to Qualified Plan Advisors, as well as a West Coast and Northern California presence.