Testimonials

"While working with PlanTech over the past several years I have realized that their level of services is exceptional in our area. They provide prompt, accurate service consistently. I would recommend PlanTech for all your TPA needs."


"They have the expertise and technical knowledge necessary for the company's record keeping, compliance and government reporting needs. They provide consistent professional services. They are a true business partner for our clients with company sponsored retirement plans."


"They are a fantastic resource for all of my qualified plan questions and consistently make me look smart and innovative. Their proactive planning and strategizing with clients is very appreciated and makes sure that the individuals and businesses I serve are always informed about their options and in compliance with all of the complex rules and laws."


"As an independent financial advisor who specializes in the 401k marketplace I have worked closely with PlanTech. There are many other TPA firms that I am familiar with but PlanTech in my opinion is the best of the best. They offer prompt, caring service and their technical knowledge exceeds any other TPA in my experience. I recommend PlanTech on a regular basis to my retirement plan sponsors as well as to other advisors."


"I have been in the retirement plan business as an advisor for many years. PlanTech has helped me win business by applying creative ideas to the unique needs of my clients, and their staff has done an impeccable job completing the testing and 5500 filing requirements. I would recommend the services of PlanTech to any advisor or plan sponsor looking for a qualified third party administrator to support their retirement planning needs."


"They are effective and efficient in providing attentive prompt accurate and dependable services."