Primark Benefits
Michelle Zhang is an accomplished professional with extensive experience in retirement plan management and operations. Currently serving as an Advisory Board Member at Schwab Retirement Technologies since January 2020, Michelle has held the position of Senior Director at Primark Benefits since 2009, overseeing PBRetire Recordkeeping. Previously, Michelle was the Director of Operations at Benefit Street (now Newport, an Ascensus Company) from June 2007 to February 2009 and served as Senior Manager of Plan Administration at Pacific Retirement Plans from 1996 to 2007. Michelle holds a B.S. in Accounting & Finance from the University of California, Berkeley, Haas School of Business, and is recognized as an ERPA, CPC, QPA, and AIF.
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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.