Our Firm has an excellent reputation and significant resources available to meet the needs of your business.
Specifically, our approach offers the following benefits:
1. Access to a Well-Respected Firm Serving Clients Since 1923
PB&H Benefits is a subsidiary of Pattillo, Brown & Hill, LLP, one of the oldest and most respected accounting firms in Central Texas. With multiple office locations and experienced professionals, we have been serving the business community for almost 100 years. This provides all our client a full-service experience and access to expertise in all areas of accounting and benefits.
2. Proven Experience in Providing Benefit Plan Services
PB&H Benefits, LLC is a client-focused consulting and administrative services firm with a commitment to quality and expertise. Our services cover a wide array of retirement and flexible benefit plans, including:
- 401(k) Plans
- Profit Sharing Plans — Traditional, Age Weighted, Integrated and New Comparability
- 403(b) Group Plans — ERISA and Non-ERISA
- Safe Harbor Plans
- Health Reimbursement Arrangements (HRA)
- Section 125 Premium Conversion and Flexible Spending Accounts
- Health Savings Accounts (HSA)
- Owner Only 401(k) and HRAs
3. Members of the Leading Employee Benefits Associations
Our benefits professionals hold membership and credentials through the American Society of Pension Professionals & Actuaries (ASPPA). Our combined memberships include National Institute of Pension Administrators (NIPA), The American Institute of Certified Public Accounts (AICPA), Rotary International and the Texas Society Human Resource Managers(SHRM). In addition to our professional affiliations, PB&H Benefits professionals are Leadership Waco graduates and are active in the community, serving as volunteers and board members.
4. Our Benefits Professionals Provide Individualized Attention to Your Plan
We assist our clients with customized plan design and administration that will be most beneficial in meeting the goals of their business. Our retirement professionals have the technical expertise and resources for all aspects of plan design, implementation and ongoing plan operation. Our primary point of contact client service technique guarantees the personalized service your firm deserves.