PlanPerfect Retirement

Financial ServicesCalifornia, United States2-10 Employees

PlanPerfect, Inc. is an actuarial and retirement plan consulting firm also known as third party administrators (TPA.) We provide expert plan design, compliance, administration and record keeping services for companies — from one-person “loan out” corporations to firms with up to 300 employees. We work with every conceivable type of industry from Entertainment to Construction.

Our creative solutions exceed basic SEP and SIMPLE designs to provide our clients with higher tax-savings potential through the use of Defined Benefit Pension, Profit Sharing, Money Purchase and Safe Harbor 401k Plans.  

Our partners (CPAs, financial advisers, business managers and business owners) work with us because of the services we seem to offer year after year. We solve a lot of problems for people. We answer a lot of questions for our referral sources. 

Have questions?  We look forward to talking with you.

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