Retirement Plan Solutions
PB&H Benefits, LLC is a full service third party administration firm offering complete bundled and unbundled recordkeeping and administration packages. PB&H Benefits partners with numerous financial institutions to deliver tailor-made services to all our clients. In addition to our primary point of contact technique, PB&H Benefits offers its clients:
- Customized reporting and website packages
- Participant and Sponsor web access and support services
- Client-specific contribution and distribution processing services
- Plan Design and consulting and compliance review
- Plan document preparation and support services
- Plan sponsor newsletter and educational materials
- Participant educational and enrollment materials
- Recordkeeping, daily valuation and trading, and plan administration services
- Administration only and plan compliance services
