Stefanie Leonido

pbretire record-keeping processor at Primark Benefits - Burlingame, CA, US

Stefanie Leonido's Contact Details
HQ
650-692-2043
Location
Company
Primark Benefits
Stefanie Leonido's Company Details
Primark Benefits logo, Primark Benefits contact details

Primark Benefits

Burlingame, CA, US • 20 - 49 Employees
Financial Services

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.

401(k) ERISA pension profit sharing defined benefit recordkeeping employee benefit 403(b) TSA ESOP SERP QSERP NQDC qualified plan cash balance plan audit pension consulting flex flexible benefit fsa 125 dependent care cobra benecard Financial Services Financial Advisory Services Accounting Accounting Legal
Details about Primark Benefits
Frequently Asked Questions about Stefanie Leonido
Stefanie Leonido currently works for Primark Benefits.
Stefanie Leonido's role at Primark Benefits is pbretire record-keeping processor.
Stefanie Leonido's email address is ***@primarkbenefits.com. To view Stefanie Leonido's full email address, please signup to ConnectPlex.
Stefanie Leonido works in the Financial Services industry.
Stefanie Leonido's colleagues at Primark Benefits are Mac Swanton, Debby Shaw, Russell Johnson, Lenita Correia, Michelle Zhang, Matthew Heap, Alessandra Pimentel and others.
Stefanie Leonido's phone number is 650-692-2043
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