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Primark Benefits’ mission is to be a premier employee benefits firm in the nation, while upholding our standard of high-quality, individualized service. Our goal is to help American workers be successfully prepared for retirement.
Every client (and prospective client) has a dedicated Account Administrator reachable directly via phone and email. Each of our Administrators handles an average of 80 clients, versus the industry average of 100-150.
Primark Benefits has been in business for 50 years, since before the modern private sector retirement system even existed.
100% of our Senior Administrators are credentialed in the pension industry, with an average tenure of 20 years actively working in the industry.
Stephen Dobrow, principal and president of Primark Benefits, is a former president of ASPPA regularly testifies in front of Congress as a tirelessly advocate for retirement planning for all Americans.
Our strong quality control procedures means that there’s a management review and signoff of any documentation before being sent to a client.
We also reconcile any documentation that comes from outside sources to check for any data inconsistencies, a procedure that has contributed to our 100% clean audit record.
Employees
years in business
Participants
plans
Our ratio of staff members to clients is one of the highest in the business, and our management team the most experienced. We have a genuine commitment to staff education and training. We start by seeking qualified and experienced staff, and we continue to develop their skills through a variety of training and education programs.
-Christ Lucey, Spott Lucy Wall, CPAs
-Jon Schmidt, Transaction Design
Phone
650.692.2043
General Inquiries:
Prospective Clients: