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're your trusted partner and third party plan administrator in corporate retirement planning. 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.
We're your trusted partner and third party plan administrator in corporate retirement planning. 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.
Services
It was 1984. I was filing tax management guides for an accounting firm in Century City for $5/hour. In the same suite was a pension administration company (TPA). The owner of the TPA, Tony Delfino, said, "How would you like to work for us?" We'll pay you $10/hour." That was a big deal for a UCLA student back then.
When you partner with PlanPerfect, you get to work with a leading third party administrator (TPA) in the retirement plan industry who works in your best interest. As highly experienced plan administrators and actuaries, we are your resource for plan design, compliance, administration and recordkeeping of your company's retirement plan.
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.
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.
Providing accurate information regarding your business's retirement plan is not only important for internal documentation but, more importantly, for government reporting and compliance. Ensuring that a plan is compliant ensures that your company won't face any left-field penalties or fines from the IRS or Department of Labor.
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Sheree Tallerman
Jan 24, 2018
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