We Are PlanTech

We’re a strategic provider for all aspects of your retirement plan program.

We make it easy and affordable to design, implement, and administer retirement plans that offer employees the life-changing chance to save for their future.

PlanTech strives to help employers implement retirement plans that work in favor of their corporate goals and promote a financial well-being for their employers.

From initial consultation to providing contribution-submission payroll services, we work closely with you to design a plan in concert with your company’s goals and objectives. We also offer a full menu of support and administrative services, so you can get the exact services you need. We understand offering a retirement plan can be an expensive undertaking, and we’re committed to providing the highest quality services efficiently and effectively, and giving you the absolute best value for your dollar.

Why Choose PlanTech?

Sure, there are many companies out there who offer third-party retirement plan consulting and administrative services. But we’ve been in this business since 1989, and we know what we’re doing. We have an experienced team that includes knowledgeable professionals required to make sure every plan we design and administer is as flawless as humanly possible.

Only years of experience can ensure a plan is properly designed, tax advantages are maximized, and risks are mitigated. Only years of experience can give an organization the peace of mind of knowing their plan is doing everything it’s supposed to do, and nothing it’s not.

Meet the Team

Tom Powell

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Benny Paternostro

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Lee Spratling

External Marketing
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Bridget Jarvis

Marketing Director
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Kathy Bittle

General Manager
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Miles Stumb

Internal Marketing Support
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Think PlanTech May Be Right For Your Company?

All of our client relationships began with a conversation. So just give us a call or send us an email with some information about your company – and we can pretty quickly let you know where we can help and how easy it is to get started.

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