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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 offered in CA, NV, AZ, WA, OR, CO, MI, and HI through Independent Financial Group, LLC (IFG), a Registered Broker-Dealer Member FINRA-SIPC. IFG and Pacific Pension & Benefit Services, Inc. are not affiliated. OSJ Branch: 12636 High Bluff Drive Suite 100, San Diego, CA 92130. Life Insurance Licensed in CA #0729452, NV, AZ and IL. |
