401(k) & Retirement Plan Design

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401(k) & Retirement Plan Design

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Getting the right pension and 401(k) plan design for your business can mean larger tax benefits, deductions, and allocations to business owners. PlanPerfect is a leading third-party plan administrator (TPA) and we specialize in building the right plan, specific to your business needs—no matter if you’re an S-Corp, C-corp, LLC, LLP, Partnership or sole proprietor. To us, it’s a matter of creating a relationship that’s built to last so we can adapt with you as your business needs to grow and change.

Retirement Plan Design Process

PlanPerfect’s plan design process begins by listening to you and your company’s needs. Are you in a high-growth period? Or are you 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 and with an ear on potential future legal changes — we skillfully create a retirement plan design that works best for you and your company. Features include:

  • Existing plans: review plan provisions and recommend changes to fully meet your goals and objectives.
  • New plans: tailor the needs of the business, it’s owners, and employees.
  • Determine “Controlled, Affiliated or Attribution Service Groups” e.g. family ownership
  • Create and prepare Plan Documents as required by the IRS.
  • Requesting a Trust Identification Number from the IRS.
  • Creating the Summary Plan Description and enrollment materials to be dispersed to the plan participants.
  • Presenting the new plan and information to plan participants.

Full-Service Third Party Administrator: PlanPerfect

PlanPerfect specializes in design, administration, compliance, and recordkeeping of retirement plans. Explore our services and contact us for a consultation!

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Is your retirement plan designed to maximize your corporate tax deduction and increase wealth? Let Plan Perfect customize a plan for you!