Pacific Pension & Benefit
Services

Pacific Pension & Benefit Services, Inc. designs, implements, and administers a full range of benefit products & services for businesses, advisors and individuals. Fully capable, we offer personal service and attention in these primary areas:

Design & Administration of customized Pension, Profit Sharing and 401(k) Plans that promote & maintain employee loyalty, retirement security & goodwill;

Solving Individual Estate Planning Problems for owners & their key personnel;

Providing Financial Planning & Investment Vehicles tailored to your needs and goals;

Designing & Providing life, disability, long-term care & health insurance programs;

Auditing Employee Benefit Programs to maximize effectiveness.

Few companies can be successful long-term without a comprehensive benefit plan in place to attract and retain quality talent. How such a program is chosen and administered is critical because complex compensation and tax consequences for employer and employee are at issue.

For more than 20 years, small-to-medium sized businesses have relied on the staff of PPBS to help them install customized, efficient, and affordable benefit plans. We handle the time-consuming plan administration which allows you and your staff to more effectively run your company.

Securities sold through Waterstone Financial Group, a Registered Broker-Dealer Member FINRA-SIPC     500 Park Boulevard, Suite 800, Itasca, IL 60143 (630) 250-7000