PlanPerfect Inc

PlanPerfect Inc. is a privately held company based in Newport Beach, California. With six employees, the company generates an annual revenue of $2.5 million. PlanPerfect Inc. specializes in actuarial and retirement plan consulting services, also operating as a third-party administrator (TPA). The company offers expert plan design, compliance, administration, and record-keeping services for a wide range of businesses, from small "loan out" corporations to firms with up to 300 employees. Their expertise spans various industries, including Entertainment and Construction. PlanPerfect Inc. goes beyond standard SEP and SIMPLE designs, providing clients with higher tax-savings potential through Defined Benefit Pension, Profit Sharing, Money Purchase, and Safe Harbor 401k Plans. PlanPerfect Inc. distinguishes itself by offering creative solutions tailored to individual client needs. Their commitment to solving problems and providing comprehensive answers to referral sources builds lasting partnerships with CPAs, financial advisors, business managers, and business owners. Interested parties can contact PlanPerfect Inc. through their website, planperfectretirement.com.