As a third-party administrator for small to medium-size businesses, we help our clients succeed with innovative retirement plans that maximize tax deductions and minimize potential problems. Our partners (CPAs, financial advisers, business managers and business owners) benefit from our expert team of retirement plan professionals who treat each plan uniquely according to our clients’ business goals, while ensuring that each plan design is as simple, collaborative, and cost-efficient as possible.
When we started PlanPerfect, we were very clear in our business plan that we were not interested in building a giant practice but rather a boutique firm where we as owners would stay in direct touch with our clientele. After 10 years, we’ve had the good fortune to enjoy long term relationships with the majority of our clients. We work with all types of industries, providing expert plan design, compliance, administration and recordkeeping services. Our partners (CPAs, business managers, owners and financial advisers,) work with us, we believe, because we solve problems, answer questions, and offer creative solutions that provide higher tax-savings potential through the use of Defined Benefit Pension, Profit Sharing, Money Purchase and Safe Harbor 401k Plans.
Simple: to assure your retirement plan stays out of trouble!
Complete the contact form and we will respond promptly to help you optimize your retirement offerings. For immediate questions, please call us at 949-223-8397. We look forward to partnering with you!