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TPA Services

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.

Plan Design

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.

Plan Administration

Great plan administration keeps you out of trouble and helps ensure that your retirement plan(s) are working as they should. PlanPerfect plan administration includes contribution calculations, computing employee eligibility, actuarial certifications and reports, and much more!

Plan Compliance

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.

401k Recordkeeping

Successful 401k Recordkeeping keeps all plan participants aware of their investments. PlanPerfect tracks interest, dividends and gains and posts it to each participants’ account on a daily basis through an easily accessible online portal for employees to review. All transactions are recorded for compliance.

Partner with PlanPerfect

Our founding principles:

  • Efficient plan design
  • Personalized customer support
  • Making difficult concepts easy to understand
  • 24-hour response time
  • Giving our clients peace of mind
Interested in partnering with PlanPerfect? Contact us today for a free quote!