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Planperfect
- Business Consulting
- Newport Beach, CA
About this business
At PlanPerfect, we provide quality corporate retirement consulting services for small to medium sized businesses across the country, helping them create retirement solutions that meet the needs of the business owners and employees. We specialize in Defined Benefit Pension & Profit Sharing "Combination" Plans, and 401k plans. To learn more about our services and the benefits that we can provide for your company, contact us today!
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 |
PlanPerfect has been instrumental in setting up our retirement plans and advising us along the way. Sheree and the team have truly been amazing partners to our business for the past 10+ years. They are top experts in their field and I recommend them to any other business owner looking to set up Defined Benefit / Profit Sharing plans.
Years ago my business manager set up a Pension Plan (DBPP) for my S-Corp through PlanPerfect. A great (and lucrative) way to save money for retirment through your corporation. But since the 2008 financial meltdown, pension plans have NUMEROUS rules and laws in order to make sure that pensions are well-funded should the economy go south again. Well, guess what? As a worker in the entertainment industry in Los Angeles, my business started to tank. All these laws that were set up to protect the pension fund, we're suddenly very... read more
My company and I have worked with Sheree and her team at Plan Perfect for many years and have had an excellent experience. They consistently demonstrate their knowledge in the pension world and always go the extra mile in servicing our mutual clients. It's a pleasure to work with Plan Perfect!
I have known Sheree Tallerman for years. We both worked at the same TPA many, many years ago. I am an investment advisor who specializes in Retirement plans so when the time came for me to have someone new do third party administration for my own personal retirement plans I knew Sheree and Plan Perfect were where I should move my plans!
Frequently asked questions about Planperfect
How is Planperfect rated?
Planperfect has a 5 star rating with 12 reviews.
When is Planperfect open?
Planperfect is open now. It will close at 6:00 p.m.
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