JANUARY 18, 2017
QBI Employees Rock the RPF Exam
QBI continues to add strength to its dominant TPA administration team as 17 of its staff members recently passed the RPF certification. In addition, 18 staff members have advanced credentials including QKA, QPA, ERPA, CEBS, APA, JD and EA. And over 20 employees are working to obtain their advanced credentials.
December 1, 2016
Leading Tech Innovation Facilitates Clients’ Data Access and Management
QBI, LLC has officially announced the release of their Secure Client Dashboard, a leading-edge technology that will enhance services and support dynamic communication between consultants and clients. The Secure Client Dashboard, along with CRM systems that are currently being developed, represent a significant milestone in the development of QBI’s proprietary technology. QBI’s technological commitment further enhances its national leadership in retirement plan design and administration.
December 18, 2014
QBI affiliate Fiduciary Administration, LLC will provide employers an ERISA 3(16) fiduciary program to reduce their compliance burden and risk of liability in managing a qualified retirement plan.
QBI is pleased to announce a new service to provide 3(16) fiduciary support to sponsors of qualified retirement plans.