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Retirement Plan Design & AdministrationRetirement Plan Binder

At PlanPerfect, our goal is to be the only resource you need when it comes to creating and executing a customized retirement plan for your business. We function as a total relationship manager for your retirement plan, guiding you from plan creation to execution to ongoing management.

After we create the ideal retirement plan based on the financial goals of your business, our team at PlanPerfect provides compliance and participant administration for your plan. We aggressively monitor legislative changes and explain how such changes might impact your plan design.

We begin the process of designing your retirement plan by listening to you. We want to know what your unique goals are; what makes your company stand out; and what kind of employees you hire. We then present specific, objective recommendations for a customized retirement plan design that supports your financial objectives and business culture.

Plan Administration and Recordkeeping

Plan administration and record keeping are critical parts of a successful retirement plan. Our administration and record keeping services include:

  • Annual Reports (includes valuations and participant statements)
  • Discrimination Testing (includes ADP/ACP, Top Heavy and Safe Harbor)
  • Signature Ready Government Tax Form 5500
  • Actuarial Services 

Partner With PlanPerfect

Your company deserves an expertly crafted retirement plan that is professionally managed. Partner with PlanPerfect, a leading third party administrator in the retirement plan industry, and make that happen!

Phone: 949-223-8397
Email: sheree@planperf.com

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