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Retirement Plan Design & AdministrationRetirement Plan

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.

Corporate Retirement 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.

Combination Retirement Plan Design

Retirement plans are typically either Defined Contribution (401(k) Profit Sharing) Plans or Defined Benefit Pension Plans. PlanPerfect offers another option: Combination Retirement Plans that can produce dramatic tax savings for the employer and allow the business owner and/or key employees to receive significant retirement benefits.

Note: While we do not handle “non-qualified” retirement plans, we have relationships with people who do and are happy to refer or connect you.

Plan Administration And Record Keeping

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 

SmartPlan

As an industry leader in corporate retirement planning, PlanPerfect is proud to offer SmartPlan; a new retirement platform designed to make it easier to enroll and educate your employees on your company’s retirement plan, so they can start on the path to a better, brighter future. Learn more about SmartPlan.

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) 223-8391
Email: sheree@planperf.com

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