• ABOUT OUR COMPANY

    ABOUT OUR COMPANY

Our Story

Founded in 1978, we are one of the largest and most experienced TPA firms in the country.

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:

  • The simple etiquette of responding to emails, phone calls, keeping our promise
  • Professional Payroll and HR services that integrate seamlessly with your retirement plan
  • Advanced qualified retirement plan designs
  • Full service administration with 401(k), 403(b) and pension departments
  • Each client is assigned a dedicated consultant
  • Consultants average 25 years of retirement plan experience
  • Recognized nationally for quality and timeliness
  • Equipped with cutting edge EMC servers running on an internal redundant private cloud
  • Encrypted online Secure Client Dashboard allowing direct data access between Consultants and Plan Sponsors

The Scope

  • 4,000+ Clients
  • 100+ Employees
  • 5 Enrolled Actuaries
  • 30+ Senior Consultants
  • 1 Research Director
  • Offices in Los Angeles, Orange County and New Hampshire
  • Providing Retirement Plan Design and Administration, 3(16) Fiduciary, Payroll Processing, Benefits & HR services

 


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EXCEEDING EXPECTATIONS

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.

COMMITMENT

QBI serves its clients by developing and implementing successful retirement programs. As an innovator in our field, we engineer sophisticated solutions for designing custom- tailored plans designed to meet the needs of clients businesses.

We don’t use an assembly line approach to meeting client needs because we understand that each business and business owner has a unique reason for establishing a retirement plan. A small business may wish to establish a profit-sharing plan that rewards and retains employees. A business owner may want to maximize tax advantages. We can help each of these businesses achieve their goals with services that can establish and administer both simple and complex retirement plans.  QBI has the resources at hand and the systems in place to anticipate and respond to client needs, large and small.

QBI believes in well-built, long-lasting relationships with clients. We want to know you by your first name, to understand the history of your business and the details of your retirement-plan objectives. These are the foundations of customer-service excellence. And our clients respond accordingly. We're proud to say our clients are satisfied--and they stay with us. Our client list includes 4,000 businesses, and it's growing.

WE PLAN FOR CHANGE

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.

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