We look forward to talking with with you.
Contact us today!
PlanPerfect was built on the belief that great retirement plan administration shouldn’t feel impersonal or transactional. From our offices in Newport Beach, California and Durham, North Carolina, our team serves small businesses, financial professionals, and their employees nationwide — bringing the same responsive, hands-on service to every client, regardless of where they’re located.
Whether you’re calling with a compliance question, need 401(k) support, or are ready to design the perfect retirement plan for your business, we’re here.
Main Headquarters
Our California headquarters is the heart of PlanPerfect — where plan design, client strategy, and leadership live. This is where founder and CEO Sheree Tallerman and our core team work to craft customized retirement solutions that maximize tax savings and support the long-term financial goals of our clients.
Address: 1451 Quail Street, Suite 208 Newport Beach, CA 92660
Phone: 949-223-8397
401(k) Administration
Our Durham office is dedicated to the day-to-day administration and recordkeeping that keeps your retirement plan running smoothly. The team here specializes in 401(k) plan administration, ensuring that participant accounts, compliance requirements, and plan records are handled with precision and care.
Address: 3713 University Drive, Suite C Durham, NC 27707
Phone: 877-960-6003 x303 (Toll Free — Eastern Time)
PlanPerfect serves clients across the country. Our boutique approach means you’ll always work directly with our experienced team — no matter where your business is headquartered. If you’re ready to explore a retirement plan that truly works for your company, we’d love to hear from you.