Helping financial advisors and plan sponsors succeed is a daily focus of QBI.  We want to help you and your client make informed decisions. Please use the material found here as a way to enhance the service you provide to our mutual clients.

Download these professional resources for your next client meeting. And call on us. Your expert plan consultants and business development partners at QBI are here to help.


QBI Agenda QBI Fact Finder  QBI Plan Limits QBI Presentation   
Agenda thumbnail Factfinder thumbnail Plan Limits thumbnail  Value PPT thumbnail


401(k) Compliance Calendar



 401k Compliance Calendar