Primark Benefits
Gregg Rubenstein has extensive work experience, starting in 1999 as the Director of Finance at Camp Tawonga. In 2004, they became the Treasurer at BAY AREA JEWISH HEALING CENTER. In 2009, they joined Primark Benefits as the Director of Finance, and later became the Chief Executive Officer in November 2019. Additionally, they have been actively involved as a board member at Hebrew Free Loan since 2011.
Gregg Rubenstein obtained a Bachelor of Arts degree in Accounting from the University of Puget Sound, graduating in the year 1999. Prior to attending college, they attended Menlo Atherton High School, but no degree or field of study is indicated.
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Primark Benefits
Primark Benefits provides complete administration, compliance, and consulting services for all types of employee benefit plans. We specialize in 401(k), Profit Sharing, and Pension plans. Since 1971, our team of plan administration experts have helped financial advisors and their business owner prospects and clients by providing complete administration, compliance, and consulting services for all types of employee retirement plans. The services that we provide our clients range from simple to very complex. Many of our clients want and appreciate simple plans that are cost-efficient without sacrificing careful design, timely reports, and participant materials which are attractive and easy to understand. Because of our focus on compliance and technical issues, we are often referred plans that require sophisticated allocation and testing procedures. We have developed a sterling reputation over the years for being able to work with complex plans in difficult situations that will pass any compliance test.