PlanPerfect Retirement

Financial ServicesCalifornia, United States2-10 Employees

PlanPerfect Retirement is a financial services firm that serves as an actuarial and retirement plan consultant and third party administrator. It designs, administers, and maintains qualified retirement plans, offering options beyond basic SEP and SIMPLE arrangements to help clients maximize tax savings through plans such as Defined Benefit, Profit Sharing, Money Purchase, and Safe Harbor 401(k) structures. The firm serves a diverse range of clients—from small one-person operations to organizations with up to a few hundred employees—across various industries, providing plan design, compliance, administrative support, and record keeping. Based in Newport Beach, California, the company operates with a small team and focuses on solving complex retirement plan challenges for its referral network of CPAs, financial advisers, and business managers. The description notes that PlanPerfect emphasizes ongoing problem solving and responsiveness to client needs, positioning itself as a focused, professional partner in retirement plan administration within the broader financial services sector.

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