It all starts with a plan.
You tell us what your goals are. We set up the benefits that get you from where you are to where you want to be.
Two ways a plan pays you back.
Attract and retain the best people
401(k) plans serve as a compelling incentive for prospective employees, signaling a company's commitment to their long-term financial well-being. By offering these plans, businesses can not only attract top talent but also foster loyalty and retention in their workforce.
More about 401(k) plans→
Tax smart tools to save for the future
Defined benefit and cash balance plans are a powerful tool for smart business owners, allowing for significant tax savings while setting aside funds for the future. Harness the full potential of these plans to get you to the retirement you always imagined.
More about Cash Balance and Defined Benefit→We think about your retirement even when you are not.
At Premier Plan Consultants we build strategic, thoughtful retirement plan designs. Our San Diego based team is always thinking proactively about your plan’s business benefits, retirement benefits and tax strategies. So you and your employees are successful now and in retirement.
We are the accounting and consulting arm of a business retirement plan. We are not financial advisors and we never hold your money.
- Identify and understand your company's retirement plan objectives
- Create a custom plan design that can maximize benefits and retirement outcomes
- Prioritize your needs and offer straightforward advice
- Provide consistent and accurate consulting
- Be a knowledgeable resource for technical retirement plan questions
- Provide simple, easy to understand answers
- Ensure your customized plan design continues to meet your needs as your business evolves
- Design and prepare Plan Document and Summary Plan Description
- Ensure your plan is in compliance with current regulations
- Perform all required annual trust accounting and testing
- Prepare Form 5500 and all required schedules
Real designs, with the arithmetic shown.
Safe Harbor Match
401(k) Profit Sharing
Cash Balance Plans, Owner Only
Cash Balance Plans for Businesses with Employees
“We wanted to offer our employees real benefits that would make a positive impact on their lives. Tom and the team at Premier Plan Consultants helped us design a plan that was heads above the other options we'd seen. Our employees are really happy and we know we've created another piece of our culture that will last.”
“As a fast-growing company we needed benefits that could grow with us and meet the needs of a wide variety of employees as well as options for the leadership and founders to save for retirement. The PPC team really helped us design a custom plan that met our needs and redesign that plan a year later when our org chart shifted. I'd highly recommend you all to anyone who wants to do good when they are doing well.”
We love what we do and we are committed to our people.
Premier Plan Consultants is locally owned and operated in San Diego. We are part of the fabric of this community, which is why we focus on helping business owners balance tax advantaged strategies with retirement benefits that truly help their employees.
Meet the rest of the team →
A dedicated team focused on you and your employees.
Tell us your goals and we will design the plan that gets you there. Call (858) 257-3555.