Our Promise

EXCEED EXPECTATIONS

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.

COMMITMENT

QBI serves its clients by developing and implementing successful retirement programs. As an innovator in our field, we engineer sophisticated solutions for designing custom- tailored plans designed to meet the needs of clients businesses.

We don’t use an assembly line approach to meeting client needs because we understand that each business and business owner has a unique reason for establishing a retirement plan. A small business may wish to establish a profit-sharing plan that rewards and retains employees. A business owner may want to maximize tax advantages. We can help each of these businesses achieve their goals with services that can establish and administer both simple and complex retirement plans.  QBI has the resources at hand and the systems in place to anticipate and respond to client needs, large and small.

QBI believes in well-built, long-lasting relationships with clients. We want to know you by your first name, to understand the history of your business and the details of your retirement-plan objectives. These are the foundations of customer-service excellence. And our clients respond accordingly. We're proud to say our clients are satisfied--and they stay with us. Our client list includes 4,000 businesses, and it's growing.

 

EXCEEDING EXPECTATIONS

EXCEEDING EXPECTATIONS

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.
SIMPLIFYING PLAN DESIGN

SIMPLIFYING PLAN DESIGN

We work with our clients, keeping their objectives first in mind. We earned our reputation for creative plan design by honoring this commitment.
PEOPLE MATTER

PEOPLE MATTER

We believe people drive success and they are our greatest asset. Systems create efficiency - Our people create value.
PEACE OF MIND

PEACE OF MIND

Our goal is to continue to meet the needs of our clients and their employees well into the future.