CPAs & Attorneys
For four decades, QBI has been committed to delivering personalized solutions and retirement plan administration for clients with qualified retirement plans. We work with CPAs and Attorneys to help build plans that meet your needs, provide the compliance assurance you deserve, and help your clients achieve their retirement goals.
We work with all types of industries, providing expert retirement plan design and administration. Our partners (CPAs, business managers, attorneys, owners and financial advisors) work with us because we offer creative solutions that provide higher tax-savings potential through the use of Defined Benefit Pension, Profit Sharing, Money Purchase and Safe Harbor 401k Plans.