Better Service.
Less Management.
More Benefits.

We focus on your benefits,
so you can focus on your clients.

Retirement, Self Funding, Consumer Driven Health, COBRA

The Right Plan for Your Needs.

PBS offers a wide array of plans to fit your clients’ needs. So whether you need set-up or administration, we have you covered— Our work is backed by over 30 years of leading industry experience and expertise.


401(k), ERISA & Non-ERISA 403(b), Cash Balance, and Defined Benefit Plan Administration. From plan design to annual compliance work, PBS can handle all of your administration needs.

Self Funding

Self-funded Health (PPO & RBP), Dental and Vision Plan Administration. PBS specializes in custom, tailored health plan design and execution.

Consumer Driven Health

HSA, FSA, HRA, and lifestyle plans allows pre-tax money to be set aside for qualified expenses. PBS can implement the right plan for you.


COBRA plans give workers and their families who lose their health benefits the right to choose to continue group health benefits for a limited period.

Family-owned and independent since 1989

The PBS Advantage.

Providing our clients with the ease of mind knowing we are here to help is extremely important to our reputation. As a client of ours we will make sure your needs are aligned with your expectations. Here are a few ways PBS works to provide the best service in the industry.

  • Respond to email inquiries within 1 day
  • Respond to phone inquiries within .5 day
  • Plan designs tailored to fit the needs of each employer
  • Dedicated plan administrators for each client
  • No automated phone systems

Hidden fees and unexpected payments can cause unnecessary stress on businesses and business owners. This is why we do not hide our cost to those seeking a compliance partner. Your opinion on how we do business matters, so being transparent with our pricing is essential. Here is a few ways PBS works to provide transparency in our industry.

  • Our fees are on our website for everyone to see
  • Detailed invoicing without subsidization so our clients understand the true cost of their services
  • We invoice only after the work is complete
  • Crediting of rebates

Since 1989 we have been gaining insight and knowledge in the employee benefit industry. The development of our staff is crucial to providing our clients with accurate information to keep plans in compliance and properly informed. Here is a few ways PBS works to provide thought leadership in our industry.

  • 30+ years in this industry has shaped an education-based culture for all PBS employees
  • Certification requirements are utilized to keep our staff well informed
  • Tenured staff that has extensive, applied knowledge
  • Innovative concepts to give employers an edge in their benefits

We distill the complex and advice on what matters the most to you

Insights & Resources.


Solo-k Plans: The devil is in the details

There are a plethora (of piñatas and) Solo-k retirement plans in this nation. I find that about 50% of the time Solo-k’s I come in contact with are run beyond the boundaries of IRS regulations. That’s a nice way of saying they have issues.

Read More

Revenue Sharing for TPA’s

What Everyone Should Know: Revenue Sharing From an Insider’s Perspective

Read More
Retirement Plans

Control Groups and Retirement Plans

Discusses control groups from a layman’s perspective.

Read More

Quick links.

Is it worth having shortcut to most common forms or pages that people visit all the time?

Our business is built with a Culture of Service instilled by our founders

Investment Partners.

PBS works with the best firms in the industry, including those you trust or have an existing relationship with.


“PBS has never let me down. They have been trustworthy, treat clients with respect,… are responsive, and are first class all the way. Professional is in their name because that is what they are.”

Todd Yorke – Yorke Benefit Services, Inc.

And others…

Let’s Talk Benefits.

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Have Questions?


General Inquiries

(800) 982-2012