Retirement Strategy Focus Small to mid-sized corporate clients that require comprehensive retirement plan design and governance, including ERISA 3(21/38) services, offer cross-sell potential for fiduciary support, investment policy statements, and participant education programs.

Fiduciary Services Upsell Position as an outsourced fiduciary partner for plan design, benchmarked vendor searches, fee benchmarking, and investment review to help sponsors meet obligations with reduced internal resource burden.

EB/Engagement Opportunities Target organizations undergoing governance reviews, plan audits, or fee benchmarking projects where QP Consulting can provide immediate value through gap analysis, plan effectiveness reporting, and model portfolio construction.

Technology Readiness Leverage existing tech stack familiarity (WordPress, MySQL, Google Cloud) to offer digital client portals, self-service plan dashboards, and education modules that improve client onboarding and ongoing engagement.

Market Positioning Differentiate from larger firms by concentrating on boutique retirement consulting for smaller employee bases, enabling faster decision cycles, personalized service, and competitive pricing for mid-market sponsors.