• NFP Retirement

    I love QBI because QBI cares about their clients –they treat our clients with a lot of respect. We also love the fact that for what they charge, our clients get way more than they expect.”

    John W. Spach
    Financial Advisor

  • Accounting Company

    I have had the pleasure of working with Greg and QBI probably for probably 20 years. I have a CPA firm just two floors down and not only are they convenient but they’re always responsive. Greg and his staff are incredibly brilliant! They have assisted a lot of our clients in their retirement planning, administration of their 401(k) and defined benefit plans.”


  • OHCAL Foods, LLC

    I have had the pleasure to work directly with Valerie McClendon from QBI, our Third-Party Administrator for our company’s 401k Plan for over 11 years. We have been a client of QBI since 2004.

    Valerie is knowledgeable, responsive and truly cares about us as a client. She goes above and beyond to provide excellent, personal service. We have built a great relationship over the years and I have great confidence in her abilities. It’s great that Valerie, along with Qualified Benefits Inc., provides the comfort of knowing we are in capable hands and our plan is operated in compliance under their administration. ”

    Ohcal Foods, LLC

  • Merrill Lynch

    I have been in the industry since 2000 and been working with QBI since 2004. They are in my opinion the team that you want on your side. They are professional to work with, proactively responsive to questions and client needs, and frankly get the job done. The knowledge is unparalleled in the industry which is so important for supporting our clients ever changing fiduciary responsibilities. As an advisor I strive to be a good steward to my clients and I’m thankful to have a partner like QBI to help me achieve that goal.”

    Bryan Muth
    Wealth Management Advisor

  • Mayekawa U.S.A.

    I can’t say enough wonderful things about working with you at QBI. First and foremost, things get done. I never have to worry about anything since we switched to QBI. As a matter of fact, we have never have a problem since working with you. There are no errors!”

    Kimberly Eilat
    Director of Human Resources and Administration

  • Ameriprise Financial

    I've had the pleasure of working with Valerie over several years and her commitment is unique and special. Valerie has an exceptional talent at servicing and supporting both advisors and plan sponsors. She's exceptional at converting qualified plan jargon into laymen terms and helping our clients adopt and execute qualified plans. Most importantly, our clients appreciate our collective work.

    To illustrate one such example, a new client of ours had to make some challenging decisions for their organization. They had to make decisions on groups to meet plan testing, vesting schedules and matching schedules. Valerie did a fantastic job helping Jeff Myers the president, walk through this process to meet his objectives.

    Most recently, she helped me close out a large Defined Benefit plan for an existing client. Valerie displayed great patience with me as I continuously asked for various design options. This case required many options before we settled on something that the three partners were collectively happy with. Additionally, this work was endorsed by the client's CPA with great appreciation for our efforts.

    With my existing clients, Valerie maintains a proactive approach to servicing-she's excellent at building personal relationships. She is diligent at retrieving required information and documents from our clients. Her work product is extremely valuable to our business. Valerie is a great extension of our team and we are extremely grateful to have her working with our clients.

    Ameriprise Financial

  • TRL Systems

    QBI, has been our Third Party Administrator for 10 years. Working with Valerie McClendon our Retirement Plan Consultant is like having a full time 401(k) Plan expert on staff.

    I have the utmost confidence in Valerie’s and QBI’s knowledge and experience, and that provides us with peace of mind in world of Retirement Plan Compliance. Coming to rely on Valerie’s excellent personal service has also been a relief that leads to the confidence I have in her abilities.”

    TRL Systems

  • Tech Company

    I just wanted to thank you for your patience, responsiveness and excellent attitude. You are truly a pleasure to work with.”

    Satisfied Client

  • Financial Advisor

    Valerie McClendon is our QBI contact for several of our retirement plans. She has been a tremendous asset in helping bring the best of class service to our clients and is very prompt in returning calls or emails whenever we have questions. Valerie provides consistent proven resources for our technical questions, is very professional, and extremely easy to work with. QBI should clone her! We are always confident that our clients are getting great service…with a friendly smile. She is sensitive to how we want QBI to interface with our clients and copies us on all correspondence.

    Valerie is a great person to partner with whenever you need a Third Party Administrator."

    Larry McCarty
    Financial Advisor

  • Financial Advisor

    I wanted to send you a brief note to let you know that you have some pretty special people on your team. I am extremely appreciative to have the opportunity to work with each of them. I feel like I know them as if they worked just down the hall. I'm a very happy client and hope to expand our relationship in the future.”

    Financial Advisor

  • Financial Advisor

    I have been incredibly blessed and fortunate to have worked with Lisa and her team for about 10 years. The level of service and professionalism is second to none. Every client that we have together consistently acknowledges how much they enjoy working with Lisa and QBI. Questions and problems are addressed and fixed in record time. Any of the problems that we have dealt with have come from the previous carriers and TPA, and Lisa has gone above and beyond to find solutions in a professional and timely manner.

    Lisa, is my handpicked person for all of my accounts and has consistently made me look great! Her dedication and honesty is to be recognized and respected. I would not hesitate to recommend her or QBI to any client, as a matter of fact, I always do even to my competitors. I have successfully recommended their qualified services to several businesses and prospects, even if I was not acting as the broker.

    I have come to recognize in my 30 years of providing these types of services to my clients that there are many factors in determine the best fit. Price is important but the level of service and expertise is far more important than just dollars and cents. I only work with clients that recognize how important it is to hire the best, especially in this complex world of retirement plans. The regulatory environment has changed very dramatically and in my opinion for the good. QBI is committed to quality and integrity and they are competitive."

    Angela Miller
    Investment Advisor

  • Financial Advisor

    I want to let you know what a fantastic job Amy is doing with our 401(k) plan. The trustees are cautious and not the most sophisticated, however Amy has been out to meet the client and has been very patient and has delivered an excellent client experience. I really appreciate our relationship and feel extremely confident referring your firm knowing they will take great care of my clients.”

    Satisfied Client
    Financial Advisor

  • Aware Products

    Our plan has been with Valerie at QBI for over 7 years. From Non –Discrimination testing to filing 5500’s, Valerie provides excellent service to our Company. She understands our objectives and priorities and makes the process seamless. With ever-changing rules and laws, Valerie always keeps us in compliances and it’s a great comfort to know we can rely on her with all our compliances and reporting needs, which strengthens our business in the long term. She is always efficient, professional and organized. Valerie goes above and beyond to provide excellent, personal service - she brings a very easy to work with approach.

    Without a doubt, I confidently recommend Valerie McClendon to any company. As a dedicated and knowledgeable TPA and an all-around great person, I know that Valerie will be a great help to your organization.”

    Aware Products