PlanPerfect is a leading 401k Third Party Plan Administrator (TPA) for corporate retirement plans. Our responsibility as a TPA is to design a customized retirement plan for a business, maximize tax deductions and increase participants’ wealth.
We are a 401k TPA that works with all types of industries, providing expert retirement plan design, compliance, administration and recordkeeping services. Our partners (CPAs, business managers, owners and financial advisers,) work with us 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, and Safe Harbor 401k Plans.
A skillful third party plan administrator (TPA) does more than just keep a Plan in compliance. The genesis of any Plan begins with a strong foundation to achieve the financial and tax goals a company is looking to accomplish. PlanPerfect creates the legal framework a retirement Plan follows according to the rules and regulations of the Department of Labor (DOL) and Internal Revenue Service (IRS). Plan design is critical for all corporate-sponsored retirement plans. We improve plan sponsors’ lives through intelligent plan design and expert compliance and administration.
For any inquiries, questions or introductions, please contact us, call 949-223-8397 or fill out the following form.