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.
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.
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.