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Customers: Small Business Owners

Services for Small Business Owners

We provide the following services to assist small business owners in taking advantage of maximum tax deductions and savings for their retirement.

Defined Benefit and Cash Balance Plan Proposals:
  • Easy-to-understand proposal
  • Customized depending on your financial goals
  • Flexible contributions depending on income
Actuarial Services, including but not limited to:
  • Plan design and document preparation
  • Annual valuations and reporting
  • Plan accounting reports
  • Government filings and compliance review
  • Pension calculations and certification
  • Cost Studies
  • Nondiscrimination testing
  • Software systems
  • Plan Audits
  • Pension Consulting

EFFECTIVE COMMUNICATION
As one of the world leaders in the legal profession, the Benefits Department of Vinson & Elkins...
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THE RESPONSIBILITIES OF A RETIREMENT PLAN SPONSOR SEMINAR
Plano, Texas 4/2/2013 - PensionBenefits is offering a complimentary retirement plan seminar ...
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USING NUTRITION TO CONTROL HEALTHCARE COSTS
Plano, Texas 3/1/2012 - PensionBenefits is now offering strategy ...
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DOL FEE DISCLOSURE
Plano, Texas 08/10/2011 - PensionBenefits is offering a new sevice to help plan sponsors ...
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WEBSITE UPDATE
The Social Security Calculator reflects the 2014 cost-of-living adjustments -10/27/2011

PB PUBLISHES NEW WHITEPAPER
Plano, Texas 11/24/2010 - PensionBenefits has published a new white paper at PIONLINE.com ...
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DIVERSITY & SENSITIVITY TRAINING
Plano, Texas 4/24/2008 - PensionBenefits has expanded our HR services and is now providing ...
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