QBI is a major provider of Human Capital Management solutions. QBI is one of the largest retirement plan administrators in the country and a regional payroll services provider in California. Our proprietary technology allows for integration of all employee benefits and HR solutions on one centralized platform. QBI’s client base includes over 4,000 corporations and partnerships. The firm primarily offers its services through investment advisors, insurance providers and CPAs.
As an innovator in the field of retirement plan administration, we are a champion for our clients in the development and implementation of successful retirement programs. QBI performs as an extension of our client’s human resources department and clients can trust their plan will operate efficiently.
We understand the value of having well-qualified people to serve clients and our long-term employees combined have over 1,000 years of retirement industry experience.
QBI’s team of experts understands the value of relationships, both with our clients and our employees. We want to work on a first-name basis and become familiar with the details of each plan we serve.
Advantages of working with QBI:
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.
QBIs’ experts believe the best administered retirement plans are supported by a well-established and efficient service model and infrastructure.
In short, QBI has the resources at hand and the systems in place to anticipate and respond to client needs, large and small.Each of our clients have access to a wealth of resources from our defined-contribution and defined-benefits teams, resources that include plan design experts and superior administration services. Each plan is supported by customized resources and assigned a single point of contact.
QBI performs as an extension of each client’s human resources department by offering a dedicated administrative team. Because employee retention at QBI is high, our clients can rely on us for consistency and efficiency. And our clients benefit from our commitment to stay abreast of ever-changing technology and to stay informed thanks to our team of seasoned research and actuarial professionals. We help our clients stay abreast of the inevitable changes in retirement-plan legislation, regulations, rate changes and other compliance issues that can make or break a plan.