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Partnering with PlanPerfect means partnering 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 retirement plan.
PlanPerfect’s plan design process begins by listening to you and your company’s needs. Are you in a high-growth period, possibly expanding to new states, or gearing up (or down) to restructure the organization’s leadership? This matters when creating the best plan design possible for your company. After careful review and consideration of your needs and review of current rules and regulations – with an ear on potential future legal changes — we craft a retirement plan design that works for you. Once we all agree that it meets your business objectives, we create the Plan Document, Trust and request a trust identification number from the Internal Revenue Service.