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When you partner with PlanPerfect, you get to work with a leading third party administrator (TPA) in the retirement plan industry who works in your best interest. As highly experienced plan administrators and actuaries, we are your resource for plan design, compliance, administration and recordkeeping of your company’s retirement plan.
Retirement plan design allows you to create a retirement plan that supercharges tax deductions so you and your employees can invest more in retirement. Every business is unique, and we take your specific needs into account through the entire plan design process to develop a solution that works for you.
Retirement plan compliance keeps the government happy and ensures that your Plan is in tip-top shape. From non-discrimination compliance testing to the preparation of your IRS forms, PlanPerfect seals and delivers it to you so you don’t have to worry about your retirement plan being non-compliant.