Your Trusted Retirement Plan Third Party Administrator

Specializing in 401k, 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 401k, Profit Sharing and Defined Benefit Pension Plans. As your third party plan administrator, we will work for your company to ensure the management of your day-to-day employee retirement plan runs smoothly, efficiently, and in the most cost-effective manner.

Retirement Plans For Your Business

We’re your trusted partner and third party plan 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 because we solve problems and answer questions. Most importantly, we offer creative solutions that provide higher tax-savings potential through the use of Defined Benefit and Cash Balance Pension, Profit Sharing, Safe Harbor, and 401k Plans. As your retirement plan TPA, we will work hard to craft the perfect retirement plan for your business.

Customized Plan Design

Create a customized retirement plan that fits your business’s needs.

Customized Plan Design

Compliance, Administration & Investment Record Keeping

Let us do the administrative work and record keeping for you. We ensure organized and detailed records that your company can count on.

Compliance, Administration & Investment Record Keeping

Mutual Fund Review & Expense Analysis

Our skilled TPA team will provide mutual fund reviews and expense analyses to keep you up to date on your retirement plans.

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.

    Want to Get Started?

    Want to start planning the perfect retirement plan for your business? Start today. Contact PlanPerfect now.

    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.