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CASE STUDIES

How Companies Work With Us

We work with all types and sizes of organizations providing expert retirement plan design, compliance, administration, and record-keeping services that result in more efficient implementation and 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.


CPA Firm

Eliminating Hidden Plan Fees and Saving $240K

A large CPA firm assumed its retirement plan was “free” because it wasn’t being invoiced for administrative services. What they didn’t realize was that the structure of their old plan was actually costing them $300K+ in hidden fees. [Read More]


Start-up Securities Firm

Designing a 401(k) Plan with Full Marketplace Access

A start-up securities firm with multiple locations was looking to establish a 401(k) plan for its employees but didn’t want to be limited to a proprietary group of mutual funds. They needed a custom solution for their growing company. [Read More]


Charter School Retirement Plan

Helping a Non-Profit Comply with New IRS Regulations

Like many non-profits, a New York charter school with 45 employees was operating its 403(b) plan without a plan document — a major violation of updated IRS regulations. Here’s how PlanPerfect brought them up to full compliance. [Read More]

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