PlanTech Provides Services You Need Most

1 / 6

Who We Serve

We’re a strategic solution 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.

Our Reach is Broad

We serve companies and employees across the country. Our experienced professionals deliver outstanding retirement plan consulting and administration for each and every client, regardless of their location.

Contact Us

Here’s What Our Clients Have to Say

  • “I have worked with PlanTech for years and their level of service is exceptional –consistently prompt and accurate. I would highly recommend PlanTech for all of your TPA needs.”

    - CPA

  • “They have the expertise and technical knowledge necessary for record keeping, compliance, and government reporting needs. They are a true business partner for our clients with company-sponsored retirement plans.”

    - Corporate Client

  • “PlanTech is a fantastic resource for my qualified plan. Their proactive planning and strategizing with clients makes sure the individuals and businesses I serve are always informed about their options and in compliance with all of the complex rules and laws.”

    - Investment Advisor

  • “As an independent financial advisor who specializes in the 401(k) marketplace, I I am familiar with many TPA firms but PlanTech, in my opinion, is the best of the best. I recommend PlanTech on a regular basis to my retirement plan sponsors as well as to other advisors.”

    - Financial Advisor