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
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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
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Purchase All Best Practices on this topic for $100.00.
Find the right plan for your organization, not the customary, normal, easy, one-size-fits all solution.
Work with competent professionals from the start.
Question everything that’s asserted or alleged by the IRS, Labor Department or other authorities.
Understand your fiduciary obligations and responsibilities.
Seek to comply with all the relevant labor laws, tax laws and compliance issues.
Don’t go through an audit or investigation without a competent professional by your side.
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Best practices today.
Best practices today.
Stephen draws from years of experience to offer
you exclusive insights and tools.
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401(k) and Pension Plan Design and Compliance:
Best Practices
Expert Topic