General Info

QBI, LLC is a third party administrator firm that specializes in customized design and implementation of retirement plans in Southern California. It designs and administers various retirement plan solutions based on specific business needs, including 401(k), 403(b), profit sharing, pension, cash balance, and hybrid plans; plan administration, government reporting, compliance testing, participant reporting, actuarial, required minimum distribution and QDRO, and document services. The company also provides consulting services, which include delinquent filer voluntary compliance programs, employee plans compliance resolution systems, voluntary compliance programs, plan audits, and plan terminations; insights on industry trends, regulatory issues, and best practices for financial advisers interested in growing their retirement practices; and payroll and human resource services, including Affordable Care Act compliance, human resource management system, time and labor management, workers’ compensation insurance, job costing/labor distribution, employee self-service, on-site check printing, poster compliance, and online human resource and benefits compliance library solutions.