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.


CPA Firm

Retirement Plan For A Family Owned Business – Case Study

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

[Read More]


Start-up Securities Firm

Retirement Plan For A Small Business – Case Study

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

[Read More]


Charter School Retirement Plan

Retirement Plan For A Sole Proprietor – Case Study

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

[Read More]

© 2018 PlanPerfect, Inc. All Rights Reserved.
Skip to toolbar