Case Studies

How Companies Work With Us

We work with all types and sizes of companies providing expert retirement plan design, compliance, administration, and recordkeeping services that result in higher tax-savings. Our flexibility and personal approach allow us to create custom plans that address each client’s specific needs. Take a look at some client stories below.

PlanPerfect | Third Party Administrator for Business Retirement Plans

Case Study: Family Owned Business

A successful musician and his wife established a Profit Sharing Plan (“Plan”) over eight years ago. Business grew and revenue increased dramatically. Their CPA tasked PlanPerfect with ideas of how…

PlanPerfect | Third Party Administrator for Business Retirement Plans

Case Study: Small Business

With a small and growing manufacturing business, two owners, ages 46 and 48, realized they weren’t contributing as much as they wanted toward their retirement efforts. The partners wanted…

PlanPerfect | Third Party Administrator for Business Retirement Plans

Case Study: Sole Proprietor

A successful attorney in private practice with no employees was looking for ways to reduce his tax burden and increase his contributions to his 401k Profit Sharing Plan (the “Plan”) but was unable to do so with…