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Document Services

PB&H Benefits will work closely with you and your insurance agent to educate you about your options and to help you set up the plan in a way that best benefits your business and your employees. Whether your are establishing a new flexible benefits plan, or converting an existing one, you can count on us to get your plan up and running as quickly as possible with a minimum amount of fuss.

Some flexible benefit plans are required to have a Plan Document - a written document which stipulates specific plan provisions such as employee eligibility requirements and the different allowable types of contributions permitted in the plan. We will also assist you in ensuring your plan documents remain in compliance due to ever-changing Internal Revenue Code (IRC) requirements.

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