PlanPerfect Retirement Email Formats

Financial Services • Newport Beach, California, United States • 1-10 Employees

PlanPerfect Retirement Email Formats

PlanPerfect Retirement uses 2 email formats. The most common is {first initial} (e.g., j@planperfectretirement.com), used 75% of the time.

Format	Example	Percentage
{first initial}	j@planperfectretirement.com	75%
{first name}	john@planperfectretirement.com	25%

Key Contacts at PlanPerfect Retirement

Sheree Tallerman

Ceo

Crystal Morgan

Director Of Operations

Tony Delfino

Owner

Company overview

Headquarters	4001 MacArthur Boulevard, Suite 102, Newport Beach, CA 92660, US
Phone number	+19492238397
Websites	planperfectretirement.com planperf.com
NAICS	52
SIC	637
Keywords	Administration, TPA, Compliance, Trust Accounting, Expense Analysis, Third Party Administrators, Corporate Retirement, Mutual Fund Review
Founded	2009
Employees	1-10
Socials

About PlanPerfect Retirement

PlanPerfect, Inc. is an actuarial and retirement plan consulting firm also known as third party administrators (TPA.) We provide expert plan design, compliance, administration and record keeping services for companies — from one-person “loan out” corporations to firms with up to 300 employees. We work with every conceivable type of industry from Entertainment to Construction. Our creative solutions exceed basic SEP and SIMPLE designs to provide our clients with higher tax-savings potential through the use of Defined Benefit Pension, Profit Sharing, Money Purchase and Safe Harbor 401k Plans. Our partners (CPAs, financial advisers, business managers and business owners) work with us because of the services we seem to offer year after year. We solve a lot of problems for people. We answer a lot of questions for our referral sources. Have questions? We look forward to talking with you.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

PlanPerfect Retirement has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

PlanPerfect Retirement has never raised funding before.

PlanPerfect Retirement Tech Stack

Discover the technologies and tools that power PlanPerfect Retirement's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

WordPress

Blogs

Bootstrap

UI frameworks

YouTube

Video players

Linkedin Insight Tag

Analytics

Yoast SEO

SEO

Frequently asked questions

PlanPerfect Retirement is located in Newport Beach, California, US.

You can reach PlanPerfect Retirement at +19492238397.

PlanPerfect Retirement was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.

PlanPerfect Retirement has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.