Recordkeeping

Services

PBRetire

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.


Charles Schwab, TD  Ameritrade, Matrix Financial logos
Login To Your Account

Contact us

875 Mahler Road, Suite 105
Burlingame, CA 94010

T (650) 692-2043
F (650) 692-2039
info@primarkbenefits.com

Our Affiliates

ASPPA Member logo NIPA logo
Copyright © 2007- Benefit Insights, Inc. All rights reserved.   Privacy PolicyTerms of Use