Stephan, QBI’s new executive vice president, focuses on small- to mid-market pension and 401(k) plan design opportunities. Norman, QBI’s chief consulting and finance officer, adds technical expertise on tax-focused strategies offered in defined benefit, cash balance, and other advanced plan designs.
They will work in tandem in supporting financial advisers, CPAs, and other professionals interested in growing and improving their retirement practices. They will be based in QBI’s Orange County offices.
Both Stephan and Norman bring more than 30 years of experience helping employers, financial advisers and tax professionals improve the performance of qualified retirement plans.
Stephan and Norman previously co-founded the Pension Group in Laguna Hills, California, and grew the firm until selling to United Retirement Plan Consultants (URPC) in 2008. Both stayed on as business executives with URPC before joining QBI.More information about the firm is available at www.qbillc.com.