Profit Planners

Profit Planners, LLC is an independent, full-service employee benefits consultancy dedicated to empowering businesses and individuals to achieve financial security through tailored employee benefit plans and retirement solutions. With over 50 years of experience, we understand the complexities of the modern workplace and are committed to providing customized solutions that address your specific needs.

Our Expertise

We offer a comprehensive range of services aimed at maximizing your benefits programs, minimizing taxes, and fostering a positive work environment. Our expertise encompasses:

Plan Selection & Design

• Comprehensive review of existing plans and goals assessment
• Development of tailored plans such as Defined Benefit/Cash Balance Pension Plans, 401(k) Plans, and Profit Sharing Plans
• Customization of plans to your specific industry, size, and needs

Plan Installation & Communication

• Assistance with preliminary documentation and Internal Revenue Service approval for new plans
• Clear and concise communication plans to engage employees and ensure plan understanding

Government Compliance

• Accurate preparation and filing of all required Internal Revenue Service filings and schedules
• Monitoring of industry regulations and emerging legislation to ensure compliance and maximize available tax benefits

Administration & Reporting

• Streamlined plan administration and document management
• Regular reporting to track performance and identify potential areas for improvement
• Comprehensive data analysis and consultation to optimize your benefits program

Responsive & Personalized Service

At Profit Planners, we prioritize responsive personal service and attention to detail. We understand the importance of open communication and clear explanations to ensure a seamless and positive experience for our clients.

We believe in empowering individuals and businesses to take control of their financial future through tailored solutions and personalized guidance. Our dedicated team of professionals is committed to partnering with you on your journey to success.