Business Planning

Our Business Planning services focus on cost-effective implementation of employee benefits and group retirement plans. Pih Investments partners with Jeffrey W. Pih Insurance Services to identify, implement, and monitor a customized solution to meet the exact needs of businesses and their employees. We are advocates and partners to our business clients and add value while managing ERISA assets with outstanding service.

Our most popular employee benefit plans include:

Retirement Plans

• 401(k), 403(b), Self Employed 401(k)
• IRAs, Simple Employee Pensions (SEP), SIMPLE
• Profit Sharing/401(k) Plans
• Retirement Protection Plans

Group Life/Disability

• Group Term Life Insurance
• Permanent Insurance Plans
• Pension Trusts
• Long Term Care Plans

Group Medical/Dental

• Health Maintenance Organizations (HMO)
• Preferred Provider Organizations (PPO)
• Health Savings Accounts/High Deductible (HSA)
• Dental Maintenance Organizations (DMO)

Business Owner/Executive Plans

• Disability and Buy-Up Policies
• Business Overhead
• Key Employee Insurance
• Executive Benefit Funding
• Business Transfer/Continuation