Company Profile

Services Overview

Cost-Effective Plan Designs

The services we provide for our clients range from simple to very complex. Many of our clients want and appreciate simple plans that are cost efficient without sacrificing careful design, timely reports, and informative participant materials, which are attractive and easy to understand.

Tailored Plans

One of the strongest areas of our benefits practice is that of "tailored" plans. We know that one size does not fit all; so we analyze the growth patterns, cash flow requirements, and the tax situation of your business to develop a benefit package tailored to your unique needs and those of your employees.

Detailed Plan Administration

Primark Benefits provides complete administration, compliance, and consulting services for all types of employee benefit plans. We specialize in 401(k), Profit Sharing, Pension, and Cafeteria plans.

Two Solutions For Recordkeeping & Administration

While we have many partners who serve as recordkeepers, PBRetire is Primark Benefits’ in-house, open architecture recordkeeping service. As a TPA, we offer clients a larger set of available funds through Charles Schwab or Matrix. Brokers may set up Directed Portfolios with or without access to individual mutual funds. Participants have full access to individual brokerage accounts at Charles Schwab, Ameritrade, or other national wire houses.

Solutions for Compliance Concerns

Because of our focus on technical and compliance issues, we are often referred plans that require complicated allocation and testing procedures. We have developed a reputation over the years for being able to work with complex plans in different situations. We are particularly gratified that much of our business comes as referrals from accountants, attorneys, and other professional advisors.

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Contact us

875 Mahler Road, Suite 105
Burlingame, CA 94010

T (650) 692-2043
F (650) 692-2039
info@primarkbenefits.com

Our Affiliates

ASPPA Member NIPA
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