PBU SERVICES

A retirement plan offers lots of benefits for you, your business and your employees. Our goal is to help you choose the right retirement plan for your business. We present an overview by pointing out the advantages, disadvantages, analysis, examples, and conclusion for each selected plan type to assist employers in making an informed decision.

ONGOING SUPPORT

  • Analysis and implementation of procedures to ensure efficient and accurate plan administration
  • Special studies to design supplemental plans, or to change benefits provided by existing plans
  • Consultation in the event of a plan audit by the Internal Revenue Service (IRS), Department of Labor (DOL), or the Pension Benefit Guaranty Corporation (PBGC)
  • Consultation to analyze the impact of new legislation
  • Communication programs to stimulate employee plan participation
  • Regular review of your plan to ensure the employee benefit program continues to meet your changing objectives