Advisors

Successful retirement plan leadership starts with the plan sponsor and continues with the financial advisor and the retirement plan administration firm.

As a key part of this selected team of professionals, QBI will help you keep the plan in compliance, focus on cost management and assist you in helping employees save for their retirement goals. Please use the resources found on this page to help you and the plan sponsor design a plan that will maximize tax advantages while meeting the goals of their business.

QBI is committed to working with financial advisors to provide the best service to our mutual clients. We invite you to also learn about our fiduciary and our payroll processing services. Call us at (818) 594-4900.

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.