Primark’s In-House Solution
For Recordkeeping & Administration
We’ve cut the time and staffing needed to administer your retirement programs—by doing it for you or by working with your other retirement plan service providers on your behalf. In short, we’ve streamlined the administrative processes for all participant-directed defined contribution plans. Using the latest recordkeeping technology, we provide accurate and timely information to plan administrators and participants.
PBRetire is Primark Benefits’ in-house, open architecture recordkeeping service with many advantages.
- We offer clients a larger set of available funds through Charles Schwab or Broadridge/Matrix.
- Brokers or Financial Advisors may set up customized Portfolios with or without access to individual mutual funds.
- Participants have full access to individual brokerage accounts at Charles Schwab or other national wire houses.
In addition, administrators and plan participants can get answers to questions quickly and from just one source as all recordkeeping and administration matters are serviced by the same company, Primark Benefits.