Primark Benefits
Lisa Quan is a seasoned pension administrator with over three decades of experience in retirement plan compliance and administration. Currently, Lisa serves as a Pension Administrator at Primark Benefits since December 2012, following a decade-long role as a Retirement Plan Specialist at Plan Design Consultants, Inc., where responsibilities included comprehensive retirement plan management. Prior experiences include serving as a Senior Compliance Specialist at Trustar Retirement Services and as an Administrative Pension Consultant at Dun & Bradstreet Pension Service. Lisa holds a Bachelor of Science degree in Business Administration with a focus on Accounting from California State University, Los Angeles.
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.