PlanPerfect, Inc. is a full-service Third-Party Administrator (TPA) that partners with financial advisors, CPAs, and business owners to create and manage effective retirement plans. The company focuses on handling the complex administrative and compliance aspects of plans such as 401(k), 403(b), Cash Balance, and Defined Benefit plans. Their mission is to simplify the retirement plan process for employers, ensuring plans are compliant with government regulations (like ERISA and Department of Labor rules) and are administered efficiently, allowing clients and partners to focus on their core business and investment strategies.

Founded in

United States