Your Trusted Third Party Administrator

Specializing in 401(k), Profit Sharing, & Defined Benefit Pension Plans

PlanPerfect’s creative solutions exceed basic IRA, SEP, and SIMPLE designs to provide our clients with higher tax-savings potential using a combination of 401(k), Profit Sharing and Defined Benefit Pension Plans.

The Perfect Retirement Plans For Your Business

We’re your trusted partner and 401(k) third party
administrator in corporate retirement planning.

Crafting The Perfect
Retirement Plans For Your Business

We are a Third Party Administrator (TPA) that works with all types of industries, providing expert retirement plan design, compliance, administration, and record-keeping 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 401(k) Plans.

Customized Plan Design

Customized Plan Design

Compliance, Administration & Investment Record Keeping

Compliance, Administration & Investment Record Keeping

Mutual Fund Review & Expense Analysis

Mutual Fund Review & Expense Analysis

Calculate Your Maximum Contribution

The tool below allows you to explore various retirement plan contribution limits. Defined Benefit Pension and Profit Sharing plan contributions are considered some of the most significant tax deductions available since they reduce both taxable income and adjusted gross income.








PlanPerfect’s mission: to maximize tax deductions, increase wealth, manage employee costs, and provide peace of mind for our clients.

For Employers

For Employers

Custom Defined Benefit Pension, profit sharing, 401(k) and 403(b) plans.

For Financial Professionals

For Financial Professionals

Whether you’re a CPA, financial planner, or investment advisor (fee or commission-based), we work closely with you to create significant tax deductions and wealth accumulation vehicles for your clients.