Client Testimonials…

“QAS performed services for Wendy’s plans in a fiduciary capacity during one of the most serious economic downturns in the past few decades. When we retained you we had no idea that such dramatic events would unfold. We are confident that we made the right choice and that we fulfilled our duties under ERISA by engaging QAS to make the selection of the annuity provider in an ERISA named fiduciary capacity. The exhaustive financial details were crafted in such a way that your decision process clearly demonstrated your understanding of the complex financial affairs of annuity providers. The detailed system validated the selection of the correct annuity provider.

It is my pleasure to strongly recommend your services to any prospective plan sponsors facing similar challenges.”

Mr. Lynn Bauman, Director Employee Benefits


“I just wanted to take a moment to reflect on assistance you provided in arranging for our pension annuity. Even though we are still awaiting our IRS determination letter, we find great comfort in knowing that we completely avoided market risks which might have otherwise been disastrous.

You asked us to consider the importance of providing secure retirement income for all our participants. We value our employees and we decided that we wanted to continue secure retirement income for them.

You provided significant guidance when you suggestion to arrange an annuity in advance of termination was challenged by our actuary. The fact that you had experience with our counsel in that very same issue was invaluable to our moving forward. You arranged for the selection of the annuity provider in a named fiduciary capacity, which provided us with a great deal of assurance.

As those dramatic financial events unfolded, we were very fortunate to have arranged the annuity in advance of termination and to know that we missed all of the equity and interest rate risks which may have been devastating to our plan.

We are certain that we fulfilled our duties under ERISA by engaging QAS to select the annuity provider as an ERISA named fiduciary. We believe that our participants have been well served. It would be my pleasure to speak with any plan sponsors about your services and to strongly encourage them to retain your services.”

Chris Horsburgh, President


“It is with great pleasure to recommend Qualified Annuity Services, Inc. QAS was extremely instrumental in the conversion of our old pension plan to an annuity program. After interviewing several highly recommended and qualified firms with geographical locations ranging from New York to California, we selected Qualified Annuity Services because of their relationships within the insurance and pension fields and their knowledge of governing laws.

Due to the size of the program, the PBGC entered into a routine audit of the conversion. As part of the ongoing support from QAS, Joe Bellersen was helpful in guiding us through the audit, interpreting the nature of the audit requests, suggesting appropriate responses, and actually contacting the PBGC on our behalf for clarifications.

We were pleased with the work conducted by QAS and feel that we were able to provide the best program for both the beneficiaries and Frank’s.”

Ralph D. Jones
Vice President, Financial Planning & Risk Management
Frank’s Nursery & Crafts


“I want to tell you how pleased we were with the services you provided to our company in the process of terminating our defined benefit pension plan. At all times you were able to guide us through this process so that we understood all of the factors that went into the consideration of the purchase of the annuities. In addition, your assistance in securing competitive insurance company quotes and evaluating them was invaluable.”

Bernard Forrest, President
The Long Company


We have worked with Qualified Annuity Services (QAS) for over 15 years. During this time we have always received prompt, courteous, professional service. Their annuity quotes have been competitive, timely and accurate. They are backed by sound, objective research. When appropriate, QAS has also made alternative suggestions. QAS has always been willing to discuss annuity matters directly with our clients when requested. When an annuity is sold the follow through has been excellent.

Kristin Meyer
Invesmart of Cincinnati
(Service provider to retirement plan sponsors since 1982.)


“I wanted to take this opportunity to personally thank you for your outstanding service. In the ten plus years that we have been working with Qualified Annuity Services, the support that we have received in simple and in complicated situations has been outstanding. As an independent advisor, I feel it is our obligation to provide our clients with the best possible product. Your firm has consistently provided us with quotes from highly rated companies and leaders in the industry. Further, even after the sale, your assistance with situations that have arisen has been superb. I have complete confidence in recommending your firm to any of my colleagues and I look forward to continuing our relationship well into the future.”

John P. Abriola, JD
Select Financial Group, LLC


“I wanted to take a moment to commend your associates. Too often these days all one hears are complaints. That is why when someone goes out of their way to be helpful, that too should be recognized. I presented two very difficult cases recently. It must be noted that not only did QAS handle them in a professional manner, but even more so when one considers the personalities of the clients. You went out of your way to be helpful, was diligent in your follow-ups and always kept us informed as things progressed.”

Planning Group Consultant
Salomon Smith Barney


“As a Certified Financial Planner, I strive to provide my clients with the best, personalized service possible, yet I find it rare to receive such service myself from the providers of the products I market. My compliments to QAS whose knowledge and excellent service make my job easier!”

J. Smith, CFP