• OUR STORY
  • Brand Identity WHY CHOOSE QBI?
  • OUR PHILOSOPHY
  • OUR PROMISE
  • NEWS
  • OUR STORY

    Founded in 1978, we’re one of the largest firms in California and enjoy a stellar reputation.

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  • WHY CHOOSE QBI?

    We have one simple goal: meet the needs of our clients and their employees, now and in the future. We understand that each client has a unique set of objectives for its retirement-plan strategy.

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  • OUR PHILOSOPHY

    QBIs’ experts believe the best administered retirement plans are supported by a well-established and efficient service model and infrastructure.

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  • OUR PROMISE

    We don't compartmentalize customer service. We offer a complete team to each client, able to manage all the details, from large to small. What does that mean for you? You make one phone call—we handle it from there.

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  • NEWS

    Learn more about the great things that have been happening here.

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  • OUR STORY
  • WHY CHOOSE QBI?
  • OUR PHILOSOPHY
  • OUR PROMISE
  • NEWS

Fresh from our blog

What Do Plan Sponsors Want?

NAPA Net recently reported on a study conducted for MassMutual Retirement Plan Referrals (done...

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Worries, Worries, Worries

An August article by ASPPA reported on a Financial Finesse report that indicated the level...

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Retirement Savers Save

LIMRA Secure Retirement Institute looked at workers ages 20 to 59 with incomes of $50,000 up,...

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I love QBI because QBI cares about their clients –they treat our clients with a lot of respect. We also love the fact that for what they charge our clients get way more than they expect.”

John W. Spach
NFP Retirement