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Communications

Communications

Designing a Benefit Package for Your Small Business

If you’re a small business owner, you face many challenges in growing your company. One of them is recruiting and retaining the best talent for your needs. When your primary goals are managing costs and increasing revenue, how do you sufficiently entice new recruits and reward current staff members for Read more…

By Dawn, 5 years5 years ago
Communications

What are Required Minimum Distributions (RMDs)?

Required minimum distributions, often referred to as RMDs or minimum required distributions, are amounts that the federal government requires you to withdraw annually from traditional IRAs and employer-sponsored retirement plans after you reach age 70½ (or, in some cases, after you retire). You can always withdraw more than the minimum Read more…

By Dawn, 5 years ago
Communications

Tips for Preventing Identity Theft

Checks – Use your initials and last name when ordering printed checks. A check forger won’t know how you sign your checks, but your bank will. – Do not have your home phone number or Social Security number printed on your checks. Use your work phone number. Use a post Read more…

By Dawn, 6 years ago
  • Michael Kennedy – President
  • Christopher Bott – Vice President
  • Home
  • Our Location
  • Group Life, Health & Disability Insurance
  • Pension & Profit Sharing Plans
  • Non-Qualified Retirement Plans
  • Financial Planning & Investment Vehicles*
  • Estate Planning
  • 401(k) – A Benefit Program
*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.”