PLAN PERFECT

PlanPerfect's creative solutions exceed basic IRA, SEP, and SIMPLE designs to provide our clients with higher tax-savings potential using a combination of 401k, Profit Sharing and Defined Benefit Pension Plans. As your third party plan administrator, we will work for your company to ensure the management of your day-to-day employee retirement plan runs smoothly, efficiently, and in the most cost-effective manner... We are a Third Party Administrator (TPA) that works with all types of industries, providing expert retirement plan design, compliance, administration, and record-keeping services. Our partners (CPAs, business managers, owners and financial advisers) work with us because we solve problems and answer questions. Most importantly, we offer creative solutions that provide higher tax-savings potential through the use of Defined Benefit and Cash Balance Pension, Profit Sharing, Safe Harbor, and 401k Plans. As your retirement plan TPA, we will work hard to craft the perfect..

Also known as: PlanPerfect, Inc.

Primary location: Newport Beach United States