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PlanPerfect Retirement

United States

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Company Information

Get to know PlanPerfect Retirement

Company Information

Get to know PlanPerfect Retirement

PlanPerfect, Inc. is a full-service Third-Party Administrator (TPA) that partners with financial advisors, CPAs, and business owners to create and manage effective retirement plans. The company focuses on handling the complex administrative and compliance aspects of plans such as 401(k), 403(b), Cash Balance, and Defined Benefit plans. Their mission is to simplify the retirement plan process for employers, ensuring plans are compliant with government regulations (like ERISA and Department of Labor rules) and are administered efficiently, allowing clients and partners to focus on their core business and investment strategies.

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