Pacific Pension & Benefit Services

MISSION STATEMENT:
Provide quality products and exceptional, personalized services to our pension, investment and insurance clients and their advisors.

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, individuals and small-to-medium sized businesses have relied on the staff of PPBS and our administrative partners 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.

Dedicated to Your Success

Clients continually renew their benefit business with us because our programs are:

• tailored to client needs.
• efficient and affordable.
• structured to meet or exceed employer and employee expectations.

For any small-to-medium sized business considering a benefit plan or evaluating the value of a current plan provider, we welcome your inquiry and look forward to discussing your benefit plan needs with you.

*Registered Representatives offering securities through LPL Financial. FINRA/ SIPC . LPL Financial and Pacific Pension & Benefit Services, Inc. are not affiliated. Securities Licensed in CA, NV, AZ, CO, OR, WA, UT, MI, HI, & NC. No offers may be made or accepted from any resident outside the specific state(s) referenced. CA Insurance Licenses #0729452 & #0F86786. Insurance services, actuarial services, tax planning and benefit administration & auditing are provided by PPBS and not affiliated with LPL. LPL does not offer tax or legal advice. "IMPORTANT CONSUMER INFORMATION A broker-dealer, investment advisor, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.”