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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
PB&H Benefits will work closely with advisors, brokers, trading and financial partners to create the most beneficial value-added service package for the client.
401 W State Highway 6 Waco, Texas 76710 • Phone: 254-741-6688 or toll free 888-629-2363