Our Retirement Planning Department was established in 1977 to provide services for corporate, partnership, and solo clients. We've helped provide professionals with retirement plans for themselves and their employees. We offer complete bookkeeping services with fully documented annual reports for participants, the Internal Revenue Service and Department of Labor.

We think you'll find PBC retirement reports far above our competitors. You'll find ours more concise, more specific, and tailored more for your professional and personal needs. That's because we know no one person can stay on top of the latest data in the tax bookkeeping field, so you can rely on a comprehensive network of support and qualified personnel to assist you in preserving and increasing your estate. PBC consultants work closely with our specialists in financial planning, income tax, and management information to develop the best plan for you and your practice.

• Retirement income analysis keeps you up-to-date on incoming funds through a thorough evaluation.

• Retirement plan distribution analysis helps you learn how to distribute retirement plan proceeds. PBC services can show you the best way to distribute retirement funds when approaching retirement. This review also covers various methods of taxing distributions.

• Changes in tax laws are continuously reviewed by PBC consultants so you're assured you always have up-to-date advice.

• Periodic Retirement Reviews assure you that PBC will adapt to changes in your circumstances and economy.

• Fully documented annual reports can be prepared for the Internal Revenue Service, Department of Labor and participants.