Who We Serve




Financial Advisors & RIAs

Consider us part of your team – working well with others is what we do best. Your clients rely on your advice, and you can rely on PlanTech to consult, design, implement, and administer the plan. Working together, we can give your clients absolute confidence their plan is being established and monitored by a team of skilled professionals, and that team will work every day to ensure the plan is a success.


Business Owners & HR Managers

You don’t have to be a 401(k) expert. We can design, implement, and administer a plan specifically for your business and your employees. Our plans maximize tax advantages, attract top talent, and provide financial benefits for everyone in your organization. We work hand in hand with you, explaining how your plan works, teaching you the language of 401(k), and being available any time you have questions.


CPAs/Accountants

Our goal is to be a valued resource for you. We are the partners you can count on time and time again to provide the solutions and answers you need, when you need them. We’re not a call center. We’re local, with dedicated ERPAs, QPAs, and other pension and retirement experts that are always available to answer your questions and help you and your client navigate the minefield of IRS and DOL compliance.

ERISA Attorneys

By maintaining strong relationships with our clients’ attorneys, we are able to provide timely, accurate, top-quality work to help them address and resolve plan issues. In addition, we constantly maintain plans to keep them in compliance, saving plan sponsors time, effort and money. Our staff of ERPAs, QPAs and other pension and retirement professionals, and our attorney have a history of solving problems.


Recordkeepers

PlanTech can be your local partner – on site – with the companies and individuals you serve. We are able to bring a whole new level of service, insight, and creativity to your relationship with plan sponsors. Our expertise in compliance and administration are time tested and client approved. Plus, our payroll services can provide even more seamless connectivity between the plan sponsor, PlanTech, and you.

Interested in Learning More?


Whether you ultimately decide to do business with us or not – we’re available to collaborate, share ideas and help you have a better understanding of what may work best for your company and how to achieve the best possible outcomes. At PlanTech, you’re more than a client number to us – we’re on the same team. So, a quick call or email is risk-free – and you may even be surprised with how much we can help.


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