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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 |
Sheree was unbelievable. Super knowledgeable and generous with her time. She gave me more advice than she had to, which I think means she is a really good human being. I was blown away. My partner had already investigated another firm and I just wanted to do my due diligence. Sheree walked me through the fees we were charged and concluded they were reasonable, and didn't try to talk me out of the other firm. She then voluntarily gave me advice for how to manage the plan. I was not expecting that. Sheree is also the CEO and I... read more
Sheree spent time speaking with me to understand my profit-sharing plan needs. She was honest and straightforward and helped guide me on important next steps. I would highly recommend this business.
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.
Frequently asked questions about Planperfect
How is Planperfect rated?
Planperfect has a 5 star rating with 22 reviews.
When is Planperfect open?
Planperfect is open now. It will close at 6:00 p.m.
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