Our employees have over 1,000 years of retirement industry experience combined. Each plan has access to plan design experts, superior administration services, a full defined contribution and defined benefit department and is assigned a single point of contact for all plan needs.

QBI conducts ongoing health checks called “QBI reviews”. During these checks QBI reviews plan design and recommends any changes and keeps clients well-informed of legislation and its impact on their company’s plan. QBI also has a commitment to ongoing education. Please use the tools on this page to further enhance the service we provide.

Why work with QBI?

  • QBI has the expertise, understands the increasingly complex regulatory environment and is able to resolve unusual situations.
  • QBI is recognized nationally for quality and timeliness.
  • QBI will help you make informed decisions giving you time to focus on managing plan assets instead of worrying about fixing other TPA errors.
  • QBI offers flexibility in plan design, a better understanding of compliance issues, and great customer service.
  • QBI respects the relationship between advisors and their plan sponsors and strive to keep that relationship solid.