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 our 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
PB&H Benefits works closely with advisors, brokers, trading and financial partners to create the most beneficial value-added service package for the client.