Meet the Expert
Stephen Dobrow
President, Primark Benefits
- 35 years focused on retirement benefits and management with an expertise is in converting tax dollars into employee benefits.
- Specialties: 401(k), retirement plans, ERISA, taxation, fiduciary
- Former President of ASPPA
- Former Special Director, American Academy of Actuaries
- President, National Pension Study Group
Meeting Packages from $400
Your Meeting Package Includes:
- All 6 Best Practices
- Pre-Meeting Discovery Process
- One-on-One Call with Expert
- Meeting Summary Report
- Post-Meeting Engagement
401(k) and Pension Plan Design and Compliance
President, Primark Benefits
Target Audience
Benefits professionals broadly affiliated with retirement plan sponsors, including for-profit and not-for-profit companies and organizations, and governmental agencies. Within those organizations: Owners, CEO, CFO, HR directors, benefits coordinators; CPAs, investment advisors, auditors and attorneys involved in plan design and administration.
Any and all parties with a clear fiduciary responsibility, as defined in laws governing retirement plans: CEO, CFO, HR directors, benefits administration staff, CPAs; investment advisors, auditors and lawyers involved in plan oversight and administration.
Any sponsoring business, company or organization, regardless of product, service or market orientation, that is maintaining, introducing or revising a retirement plan. Start-ups, established businesses, businesses in transition.
The full spectrum, from sole proprietorships to large, multinational companies employing up to 5,000 people
401(k) and Pension Plan Design and Compliance:
Target Audience
Expert Topic