• QBI News

    QBI News

QBI Continues to Grow Actuarial and Defined Benefits Team

 April 13, 2017

QBI announces expansion in the following departments: Actuarial team, pension department and trust accounting.

CA –QBI, LLC, one of the nation’s leading retirement plan design firms, today announced additions of key personal to keep pace with its rapidly growing client base.

The firm has expanded its actuarial depth by adding three new enrolled actuaries, bringing the firm’s actuarial staff up to 3 full-time and 3 part-time enrolled actuaries. They will join QBI’s current actuaries: Gary Mevorah, Michael Burkow and Nathan Gasaway. 

Continue Reading

Seventeen QBI Employees Attain their RPF Certifications for 2017

 JANUARY 18, 2017

QBI Employees Rock the RPF Exam

QBI continues to add strength to its dominant TPA administration team as 17 of its staff members recently passed the RPF certification. In addition, 18 staff members have advanced credentials including QKA, QPA, ERPA, CEBS, APA, JD and EA. And over 20 employees are working to obtain their advanced credentials.

Continue Reading

QBI Launches Safe, Secure Client Dashboard

 December 1, 2016

Leading Tech Innovation Facilitates Clients’ Data Access and Management

QBI, LLC has officially announced the release of their Secure Client Dashboard, a leading-edge technology that will enhance services and support dynamic communication between consultants and clients. The Secure Client Dashboard, along with CRM systems that are currently being developed, represent a significant milestone in the development of QBI’s proprietary technology. QBI’s technological commitment further enhances its national leadership in retirement plan design and administration.

Continue Reading

QBI Payroll Introduces a New Automated Payroll Data Submission Service for its Clients

 March 7, 2017

QBI Payroll announces an efficient data submission platform for payroll clients that reduces the manual work in data submission to financial providers and limits errors and omissions.

QBI Payroll, an affiliate of QBI, LLC, announces a new service for its payroll clients, providing the ease of automatic data submission of retirement benefit information to their financial providers. The platform significantly reduces the tedious work of manually creating and submitting retirement benefits data files and information to financial providers.

Continue Reading

  • 1
  • 2