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Planperfect
- Business Consulting
- Newport Beach, CA
About this business
Location details
4001 MacArthur Blvd #102, Ste 102, Newport Beach, CA, 92660, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Sherry was an indispensable guide in helping our business design a highly strategic retirement package. We needed a sophisticated structure (Cash Balance and New Comparability Profit Sharing) to maximize retirement savings for key personnel while offering competitive benefits to our entire team. Sherry clearly explained the compliance nuances, especially regarding complex timing issues and the Controlled Group rules. Her knowledge is exceptional, allowing us to confidently understand our options. Highly recommend for sophist... read more
Sherry was an indispensable guide in helping our business design a highly strategic retirement package. We needed a sophisticated structure (Cash Balance and New Comparability Profit Sharing) to maximize retirement savings for key personnel while offering competitive benefits to our entire team. Sherry clearly explained the compliance nuances, especially regarding complex timing issues and the Controlled Group rules. Her knowledge is exceptional, allowing us to confidently understand our options. Highly recommend for sophist... read more
I have talked to almost anyone you'd think of talking to set up retirement accounts for my enterprise. Sheree knows her stuff better than anyone else. She has deep expertise, is willing to get into the weeds (and explain), and will make sure you have a solution that is tailored to your specific needs rather than something generic. This is the Cadillac of retirement plan administrators.
reached out to several TPAs recently to evaluate whether setting up a Defined Benefit plan made sense for my situation. Every single one of them enthusiastically said “yes,” despite my age and the fact that it would have required establishing plans for two separate entities and then turning around and taking RMDs almost immediately. Then I spoke with Sheree Tallerman at PlanPerfect—and the difference was striking. Sheree was the only one who took the time to walk through the realities, explain the implications clearly, and t... read more
I had the opportunity to consult with Plan Perfect, and Sheree Tallerman delivered exceptional professionalism in every respect.
Frequently asked questions about Planperfect
How is Planperfect rated?
Planperfect has a 5 star rating with 20 reviews.
When is Planperfect open?
Planperfect is closed now. It will open at 9:00 a.m.
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