We are one of the few retirement services providers able to seamlessly integrate your payroll data with your retirement plan — making it even easier to manage.

Receive all required legal documents, including the corporate resolution, adoption agreement, and Summary Plan Description.

We prepare federal Form 5500 on an annual basis, and Forms 1099-R and 945 as required.

Each quarter, we perform nondiscrimination testing and provide you with vital management reports and participant statements. We also perform daily valuations on all account balances.

We process participant distributions for qualifying events such as termination, retirement, or disability.

Every pay period, we complete secure transfers of your contribution payroll deductions to your investment provider.

We model and manage any loans on participants' retirement account assets.

PBS makes it easy to manage your retirement account. We provide 24 hour plan access through the Web or our toll-free information line. Our administration guide book and enrollment support also help answer questions about your plan.