Why Choose Us?

ATTORNEYS:

We believe strongly that working well with others makes everyone’s lives better. Working together to find the best path to our client’s success is the end goal. For years we have worked to retain strong relationships with the attorneys of our clients. Having a strong team working together for the betterment of a client is a great way to design and administer the best fitting plan possible.

When a problem arises, our goal is to provide accurate work, and to collaborate with counsel to resolve the client’s issues.  Attorneys must be able to rely on top quality work from the Third Party Administrator. We strive for accuracy in all we do. After the client’s problem is resolved, we maintain the plan in a way that keeps the plan compliant, thereby saving the plan sponsor time, effort, and money.  To do this, we maintain a staff of ERPAs, CPAs, other pension and retirement professionals, and even an attorney.  We have a history of being able to help solve the problems brought to us by potential clients and their counsel.

 

CPAs/ACCOUNTANTS:

We believe strongly that working well with others makes everyone’s lives easier. Working together to find the best path to our client’s success is why we exist. For years we have worked to retain strong relationships with the accountants of our clients. Having a strong team working together for the betterment of a client is a great way to design and administer the best fitting plan possible.

When a problem arises our goal is to work as quickly, accurately, and smoothly as possible with everyone working with a plan sponsor to resolve the client’s issues with the least amount of pain for all involved. CPAs need to be able to rely on top quality work from the third party administrator, and we strive for accuracy in all we do. Therefore, it is our goal to work quickly, accurately, always be available to answer questions, and to be a valued resource to all members of a client’s team.

After the client’s problem is resolved, we strive to maintain the plan in a way that keeps the plan compliant, thereby saving the plan sponsor time, effort, and money.  To do this, we maintain a staff of ERPAs, CPAs, other pension and retirement professionals, and even an attorney.  We have a history of being able to help solve the problems brought to us by potential clients and their counsel, and we strive to maintain a workforce of highly educated plan professionals to navigate the minefield of IRS and DOL compliance.

 

EMPLOYERS:

What we offer to you as an employer.

As a Third Party Administrator, we design, implement and administer optimal retirement plans.  We review your plan with you and your team of Advisors on an annual basis both to keep your Plan in compliance with the Department of Labor and IRS, but also to make sure that as your needs change, we can recommend changes to your plan to best serve you. Because we produce your document in-house, requested amendments can be processed quickly and easily. Also, our document and administration systems are integrated, which enables us to ensure that the actual operation of the plan is in accordance with the terms of the plan document.

                We design plans to do many things at once.  Several of these include:

  1. Provide a tax preferred retirement plan
  2. Maximize the tax advantages to the limits allowed by law
  3. Design the plan to provide attract and keep valued employees

 

How do we do this?

  • We have an experienced staff that includes, CPAs, ERPA's, EA's, QKA's and an Attorney.  We bring over 25 years of experience to designing the best plan for you, and operating your plan correctly and efficiently.
  • Customer service! Call us, email us, drop by the office.  We’re always glad to talk with you, meet with you, and help make sure that you understand all the features of your plan and the regulations and fiduciary requirements related to your plan.
  • We dedicate a plan professional to your plan.  You don’t have to call our office and hope you get somebody who knows you.  Instead, you will be on a first name basis with a professional who is knowledgable with your plan and who can answer your questions accurately. Our clients tell us it feels less like calling a company, and more like calling a friend.

 

FINANCIAL ADVISORS

Employers want  their plan to be monitored by a team of specialists.  When you provide investment expertise and partner with PlanTech to provide consulting, design, and administration, employers are confident knowing that a team is working to make their plan a success.

We believe strongly that working well with others makes everyone’s lives easier. Working together to find the best path to our client’s success is why we exist. For years we have worked to retain strong relationships with the financial advisors of our clients. Having a strong team working together for the betterment of a client is a great way to design and administer the best fitting plan possible.

If a problem arises our goal is to work as quickly, accurately, and smoothly as possible to resolve the client’s issues with the least amount of pain for all involved. We take pride in being a valued resource to all members of a client’s team.