For Investment Advisors: Retirement Plan Infrastructure Services

You do a great job investing your client’s money—all but their retirement plan assets. What if you could extend the same excellent investment services for the assets “inside” your client’s retirement plan?

If a client were to ask for this service, most investment advisors would decline the request. And for good reason: they lack the infrastructure to support the recordkeeping and administration of retirement plan assets.

We provide that infrastructure. And we offer it to you so that you can offer your clients a truly comprehensive suite of investment services.

PlanPerfect, Inc. provides the ERISA, administration, and recordkeeping support services to allow you to expand your practice to the retirement plan arena. With access to over 5,000 mutual funds, we have the ability to construct and customize the model portfolios you use for your retail clients for their retirement plans.

PlanPerfect. A perfect way to add value to your investment services, and investment value for your client.