Deals and People January 29, 2015

California Retirement Plan Consultants Combine

QBI, LLC has acquired Strategic Pension Services, Inc. of Irvine, California.
Reported by

QBI, LLC, a provider of administration and consulting services for qualified retirement plans, has announced its acquisition of Strategic Pension Services, Inc. (SPS) of Irvine, California.

SPS adds its expertise in the design, implementation, administration and compliance of 401(k), profit sharing, 403(b) and other defined contribution retirement plans to QBI’s organization of more than 75 professionals. The combined company will serve more than 3,500 retirement plans.

Get more!  Sign up for PLANSPONSOR newsletters.

SPS, led by CEO Doug Van Galder, has built 401(k) and 403(b) relationships since 2004 with an experienced team of consultants and administrators. Van Galder, who, along with his colleagues, will join the QBI team.

QBI intends to present a seamless transition to SPS clients who should expect few changes in relationship management, the company said.

“We couldn’t be more excited to welcome the clients and staff of SPS to QBI. Our groups align philosophically and professionally in a way that defines what we believe is a truly good fit. We expect that clients and trusted partners will benefit as a result of our combined strengths and offerings,” says QBI President and Chief Executive Officer Nick Stonnington.

More information about QBI is at www.qbillc.com.

Deals and People January 29, 2015

2015 Plan Sponsor of the Year Finalists: 403(b)

Each year, the editors of PLANSPONSOR recognize a number of plan sponsors that demonstrate leadership in providing a more secure retirement for workers.
Reported by

PSOY15-header_banner

Today, PLANSPONSOR is pleased to announce the finalists for the 2015 PLANSPONSOR Plan Sponsor of the Year award in the 403(b) category:

Get more!  Sign up for PLANSPONSOR newsletters.

  • Gillette Children’s Specialty Healthcare St. Paul, Minnesota
  • North Shore-Long Island Jewish Health System Lake Success, New York
  • University of Rochester Rochester, New York

To be considered, a plan sponsor must first be nominated for the award. Nominations are accepted from across the industry, after which the sponsor is asked to complete an online form providing details about its plan’s administration, participant statistics and data, such as participation rates. A committee of PLANSPONSOR editors reviews the submissions and selects those that rise to the top.

Winners and finalists will be recognized at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner in New York City on March 31, and also will be featured in the March issue of PLANSPONSOR magazine.

 

«