Resources

a collection of helpful tools

Here are some resources we think will come in handy for you and your clients: an annual plan limits chart, Primark Benefits brochures, forms, links, and our newsletter library. If you need other advice, please contact us.

Pocket Pension Nerd

Primark Benefit’s Pocket Pension Nerd is designed for Financial Planners, CPAs and others looking for handy answers to common questions about pension and retirement plans.

Annual Plan Limits

View this chart for how much you can contribute each year.

Primark Benefits Brochures

Here are some handy brochures, flyers and documents explaining various plans and services we offer.

Newsletters

Our newsletters cover topics of interest to retirement plan sponsors and their advisors. Every other month another online newsletter is added to our newsletter library. You’ll find many topics of current interest in this library.

Forms

Here are several forms may be useful to assist you with the administration of your plan.

FAQ’s

Detailed answers to some of our most frequently asked questions.

In The Media

See where Primark Benfits has been featured in various media outlets.

Links

You’ll find links to more valuable resources here.

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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

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