PlanPerfect Retirement

PlanPerfect Retirement, Inc. is a Newport Beach, California-based actuarial and retirement plan consulting firm operating as a third-party administrator (TPA), established in 2009. It provides plan design, compliance, administration, actuarial, and recordkeeping services for Defined Benefit/Cash Balance pension plans, Profit Sharing plans, and 401(k) plans, serving businesses from one-person corporations to companies with up to 300 employees, working primarily through referral partners such as CPAs and financial advisers.