While we have many partners who serve as Third-Party Administrators, 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. Learn more about PBRetire, and how it can benefit your business.
For more information on PBRetire, contact us today.