Primark Benefits

Primark Benefits - Offering attentive, accurate, and timely administration and consulting for your employee benefit plans

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Company Profile

In the Bay Area since 1971, Primark Benefits has been firmly rooted in the San Francisco Bay Area since its origins in 1971. Although our business is centered in the Bay Area, we have a growing clientele throughout California and the Western United States.

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.

Cost-effective Plans

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 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, not in clothes, not in plans. We analyze the growth patterns, cash flow requirements, and tax situation of your business to develop a benefit package tailored to your unique needs.

Solutions for Compliance Concerns

However, 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.

President, CEO: Stephen Dobrow, QPA, CPC, APA President, CEO: Stephen Dobrow, QPA, CPC, APA
Director of Marketing: James Manzi, CFP, APR Director of Marketing: James Manzi, CFP, APR
Director of Pension Operations: Michael B. Stuber, QPA Director of Pension Operations: Michael B. Stuber, QPA
ERISA Compliance Manager: Karl Breice, JD ERISA Compliance Manager: Karl Breice, JD
     


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