Primark Benefits provides complete administration, compliance, and consulting services for all types of employee benefit plans. We specialize in 401(k), Profit Sharing, and Pension plans.  Since 1971, our team of plan administration experts have helped financial advisors and their business owner prospects and clients by providing complete administration, compliance, and consulting services for all types of employee retirement plans.  The services that we provide 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.  

Because of our focus on compliance and technical issues, we are often referred plans that require sophisticated allocation and testing procedures.  We have developed a sterling reputation over the years for being able to work with complex plans in difficult situations that will pass any compliance test.


Employee Benefits

Insurance

Retirement

Primark Benefits

Primark Benefits' headquarters in Burlingame, CA, United States

Gregg Rubenstein

Erica Ramirez

The Retirement Plan Management team at Primark Benefits is dedicated to overseeing the design, administration, and compliance of employee retirement plans, including 401(k)s and pension plans. This skilled team collaborates to provide tailored solutions to clients, ensuring their plans meet regulatory requirements while remaining user-friendly and cost-effective. With expertise in complex allocations and testing, they uphold the company's reputation for delivering exceptional service and maintaining compliance in every aspect of retirement plan management.

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Primark Benefits

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Teams

Retirement Plan Management

Offices

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Primark Benefits

Org chart

Teams

Retirement Plan Management

Offices

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