Prime Benefits is a trusted retirement plan consulting firm based in Phoenix, MD, serving small to mid-size companies in the greater Baltimore Washington area for over 20 years. With a focus on unbundling retirement plans to optimize customization and cost-efficiency, their team of experts brings decades of experience and subject-matter expertise to navigate the complex landscape of IRS and DOL rules and regulations compliance testing, fiduciary responsibility, and plan design evaluation.
By separating investing from recordkeeping and administration, Prime Benefits helps employers and advisors mitigate future problems related to compliance and administration, while also seeking additional avenues to increase tax deductions. Their innovative solutions and comprehensive services, from choosing a record-keeper to filing IRS forms, assist clients in saving and satisfying long-term company objectives in an ever-changing regulatory environment.
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