Michelle Zhang, CPC, QPA, ERPA

Director, Daily Evaluations

Michelle manages Primark Benefits’ open-architecture recordkeeping platform. She works closely with custodian partners, financial advisors, plan sponsors and participants—providing accurate, timely information to both plan administrators and participants.

Michelle joined Primark Benefits in 2009. Prior to that, she was Director of Operations at BenefitStreet (currently Verisight), overseeing 1500 retirement plans and $2 Billion in assets. Michelle has more than 15 years’ experience in management, consulting and administration of employee benefit plans. She has extensive hands-on experience with defined contribution and defined benefit plans and broad knowledge of financial markets, public accounting and taxation.

Michelle is a graduate of the University of California at Berkeley Haas School of Business. She is an Enrolled Retirement Plan Agent, a member of the American Society of Pension Professionals & Actuaries and holds Certified Pension Consultant and Qualified Pension Administrator designations.

  • American Society of Pension Professionals & Actuaries (ASPPA)
  • Western Pension & Benefits Conference
  • National Institute of Pension Administrators (NIPA)
  • Past Chairman, ASPPA Political Action Committee