Welcome to PlanPerfect Retirement
PlanPerfect is a corporate retirement plan consulting firm that provides design, administration, recordkeeping, and investment management services for 401k, profit sharing, defined benefit pension, and cash balance plans. We specialize in maximizing your retirement plan to reap the greatest financial advantage for your business and its employees.

What do we mean by “maximize"?
When your car is leaking oil, you trust it to a good mechanic to fix the problem. 401k retirement plans often leak money in the form of hidden fees.  And yet most business owners lack the expertise to recognize these leaks, never mind have them fixed. They take a “set it and forget it” approach—one that is likely causing loss and liability to their company’s assets. PlanPerfect offers a “no conflict of interest” platform designed to:

• Increase investment returns
• Reduce plan expenses
• Gain tax benefits through the use of 401k, Profit Sharing, and Defined Benefit Plans

We have twenty years experience deciphering the complexities of retirement plans, explaining a plan’s different parts in language you can relate to, and most important, fixing the monetary leaks that could be costing your company’s  retirement plan thousands of dollars a year in hidden fees.

If you think your 401k, profit sharing or defined benefit plan is due for a maintenance check, we invite you to contact us for a complimentary review.