QBI, a third-party administrator (TPA), has
released the Secure Client Dashboard, a new platform aimed at facilitating
communication between consultants and their clients. The dashboard will allow
clients to access basic plan details. It would also enhance visibility of
compliance including confidentiality requirements, QBI says.
By using highly developed
security structures, the client’s primary contact will be able to control
access to the Secure Client Dashboard, QBI notes. These security measures allow
the user or manager to determine precise access levels for each individual
staff member. Staff members will be able to access client information and QBI’s
CRM system. The firm says upcoming enhancements will include on-screen Open
The dashboard is one of
several efforts including CRM systems in development that QBI is utilizing to
enhance its role in retirement plan design and administration.
Founded in 1978, QBI is TPA
specializing in customized design and implementation of retirement plans. QBI
serves 401(k), 403(b), profit sharing, pension, cash balance, and hybrid plans.
QBI has nearly 100 employees, three enrolled actuaries, and more than 20
industry-certified consultants providing administration to more than 3,500
plans. In the past 18 months, QBI has further expanded operations by acquiring
Strategic Pension Services, as well as full-service payroll processors Payroll
Ready and Paydaze.