Solutions

Whatever your retirement goals may be, QBI offers a wide array of plan designs and solutions to meet your needs:

  • Defined Benefit Pension Plans
  • Money Purchase Pension Plans
  • Target Benefit Pension Plans
  • Employee Stock Ownership Plans
  • Profit Sharing Plans
  • 401(k) Plans
  • 403(b) Plans
  • Cash Balance Plans
  • Paired Plans

Your retirement plan can be designed and maintained within your budget to “target” benefits toward your key staff while providing competitive benefits for your entire staff.

Unique situations require unique solutions. Late filings of Annual Returns (Form 5500) can be corrected thru the DFVC (Delinquent Filer Voluntary Compliance) Program. Certain plan qualification deficiencies that have not been discovered on audit can be corrected thru the EPCRS (Employee Plans Compliance Resolution System). QBI can lead you thru these processes and prepare the necessary filings to keep your plan in compliance with the law and minimize IRS or DOL penalties.

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