PBRetire For Advisors
Primark Benefits is an independent Third-Party administrator and record keeper helping Investment Brokers, CPAs and others succeed as retirement plan advisors. By working with Charles Schwab and Matrix, we offer an ideal combination of technology, expertise, and support to our advisors.
- Complete Independence Through An Open Architecture Platform
Primark Benefits’ open architecture platform provides access to over 10,000 mutual funds that you can use to build your own customized investment menus for your clients. Your plan participants benefit from a well-diversified investment menu without being limited to a single fund family or an insurance company.
- Unparalleled Expert Advise Builds Unique Plans
One size plan does not fit all. That’s why we work with you to analyze your client’s business and tax situation. Our goal is to help you design a retirement plan that is tailored to your client’s unique needs.
- Personal Service, Not Automated Replies
When you or your clients call our office or send us an email, we respond quickly with real answers, from one of our retirement plan experts. They can guide each person, showing them how to make investment selections online or walking them through optimal withdrawal options pertaining to their individual situation. Rather than asking whether they want a loan application or a hardship withdrawal form, we talk with them about the various tax implications for each option so that they can make an informed decision.
- True Transparency
We disclose all of our fees and nothing is hidden. Participants buy all of the funds offered in the plan at NAV, and there are no asset wrap fees hidden in the purchases.
- Advisor Tools And Resources
We provide various reporting tools and resources for our advisor partners on their own advisor websites. Based on your relationship with your client, you tell us if you want “hands-off” or “hand-holding” support from us. Whether it is generating an Investment Policy Statement or creating quarterly investment fund review reports, we’re at your service.
For additional questions regarding PBRetire or Primark Benefits, or to request a demo, please call 650-692-2043, ext. 30 or email firstname.lastname@example.org.
Enroll, Save, and Retire with PBRetire