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Our Partners

At PB&H Benefits, we invest time building relationships with our diverse community of strategic partners including but not limited to financial advisors, insurance brokers, financial institutions and custodians, financial planners and licensed agents. We will work closely with each of you to create the most beneficial value-added service package for the client. Whether you are an insurance agent looking to setup administration services for a Health Reimbursement Arrangement (HRA) or a financial advisor seeking third party administration services for a retirement plan client, PB&H Benefits wants to work with you. Our goal is to customize our service so that it flows seamlessly with our strategic partners and thereby letting you do what you do best! Click on the links below to explore our dynamic service solutions and resources.

Click here to learn about our Retirement Plan Solutions

Click here to learn about our Flexible Benefit Plan Solutions

Informative Brochures

   Retirement Plan Brochure

   Flex Benefits Brochure

Web Resources

   Plan Sponsor Outlook - Newsletter Archive

   Internal Revenue Service, Employee Plans

   Department of Labor, Employee Benefits Security Administration

   401(k) Help Center

   Plan Sponsor Magazine


   Profit Sharing/401(k) Council of America

   Employee Benefits Institute of America, Inc.

   Employee Benefit Research Institute

   Secure file Share site

401 W State Highway 6 Waco, Texas 76710 • Phone: 254-741-6688 or toll free 888-629-2363