Empowering Advisors

WE ARE COMMITTED TO YOUR SUCCESS

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 material 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 retirement services can help!

Get Started Now

or Call us (818) 594-4900 


 

5 REASONS TO WORK WITH A TPA

Expertise

Expertise

A good TPA has a high level of expertise, understands the increasingly complex regulatory environment and is able to resolve unusual situations.
Timeliness

Timeliness

A good TPA will get discrimination testing, coverage testing, plan valuations and 5500’s done effectively, efficiently and in a timely manner.
Decisions

Decisions

A good TPA is one less thing to worry about! They will help you make informed decisions giving you time to focus on managing plan assets instead of worrying about fixing other TPA errors.
Flexibility

Flexibility

A good TPA will offer more flexibility in plan design, a better understanding of compliance issues, and great customer service.
Relationship

Relationship

A good TPA respects the relationship between advisors and their plan sponsors and strive to keep that relationship solid.

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.