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Finding a great retirement plan or 401(k) plan administrator is just as important as finding business partners—you want someone who works in your best interest and innovates like it’s their own company. PlanPerfect works with a wide variety of companies in various industries and gets to know your business quite intimately. At PlanPerfect, we do the heavy lifting for your retirement plan so you can focus on growth.
Plan compliance and administration are critical parts of a successful retirement plan. Once the retirement plan design is in place, our job as third party plan administrator’s (TPA’s) is just getting started. Annually, we request information from you to find out if there have been any changes within your company that can influence the effectiveness of your company’s retirement plan. This consistent monitoring is why having an ERISA specialist on your team is important to ensure that new and emerging opportunities whether it’s plan design, compliance or administration are not overlooked.
Our plan administration services include: