About
Corporate retirement plan (TPA) administrators specializing in Defined Benefit Pension, Cash Balance, Profit Sharing, and 401k Plans.
PlanPerfect is a corporate retirement consulting firm (TPA). We design custom Defined Benefit Pension, Profit Sharing, 401k and 403b plans for C-Corps, S-Corps, LLC’s, LLP’s and Sole Proprietors. We provide actuarial, compliance, administration and recordkeeping services. We work with start ups (1-person or husband/wife) up to 500 employees. CPAs, financial planners, and investment advisors (both fee- and commission-based) partner with us to create significant tax deductions and wealth ...
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Current Hours
- Sun CLOSED
- Mon 09:00 AM - 05:30 PM
- Tue 09:00 AM - 05:30 PM
- Wed 09:00 AM - 05:30 PM
- Thu 09:00 AM - 05:30 PM
- Fri 09:00 AM - 05:30 PM
- Sat CLOSED
-
Thu 09:00 AM - 05:30 PMOPEN NOW
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Detailed Information
- Location TypeHQ
- Opening Date2009-01-01
- Annual Revenue Estimate$1 to 2.5 million
- SIC Code show
- Employees5 to 9
- Contactsshow
- CEO Sheree Tallerman
- Phone 949-223-8397
- Email [email protected]