PlanPerfect provides three essential services for retirement plan administrators, CPAs, and investment advisors by designing and implementing retirement plans that meet a plan sponsor’s business needs, maximize their tax deductions, and increase their wealth.
An in-depth knowledge of you, our customer, and your business, an ability to design a retirement plan based on your unique needs, and seamless follow through, are what distinguishes PlanPerfect from other third party administrators. Our widely admired administration and record-keeping services also contribute to our customers’ satisfaction. The goal of PlanPerfect is to be your total relationship manager providing plan design, administration, and investment record-keeping services.
We conduct a comprehensive review of your retirement plan’s expenses, uncovering all direct and indirect fees with the goal of reducing or eliminating them. Importantly, we don’t affiliate with mutual fund companies. As such, your investment advisor’s recommendations are transparent and guided solely by your company’s financial interests. PlanPerfect is a partner you can trust when it comes to mutual funds, expense analysis and important financial decision-making.
PlanPerfect provides plan design, administration and record-keeping support services, which allow investment advisors to expand their practice in the retirement arena.
If you have questions about the corporate retirement services we offer, contact us, and one of our experienced specialists will be happy to assist you. We are proud to be one of the leading third party administrators in the retirement consulting industry and look forward to working with you.