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