Sheree Tallerman
CEO @Planperfect Retirement
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WORK HISTORY
CEO @Planperfect Retirement
Corporate Office - Newport Beach, CA, US
PlanPerfect, Inc. is an actuarial and retirement plan consulting firm aka TPA. We provide expert plan design, compliance, administration and recordkeeping services for companies — from one-person “loan out” corporations to firms with up to 300 employees. Our creative solutions exceed basic SEP and SIMPLE designs to provide our clients with higher tax-savings potential. We work with every conceivable type of industry from Entertainment to Construction. Our partners (CPAs, financial advisers, business managers and business owners) work with us because of the services we seem to offer year after year. We solve alot of problems for people. We answer alot of questions for our referral sources. We look forward to talking with you. Sheree
EDUCATION
UCLA
BA, Sociology
UC Santa Barbara
Transferred, Sociology
SKILLS
ABOUT SHEREE TALLERMAN
PlanPerfect Inc. is a leading Third-Party Administrator (TPA) specializing in the design and administration of Cash Balance and Defined Benefit Pension, Profit Sharing, and 401(k) Plans. We focus on helping small to mid-sized businesses across diverse industries optimize their retirement plans for tax efficiency, compliance, and long-term sustainability.Our expertise lies in Combination Plan designs, which strategically integrate Defined Benefit and 401(k) Profit Sharing Plans to maximize tax deductions for business owners while effectively managing employee benefit costs.We work in close partnership with CPAs and investment advisors—both fee-for-service and commission-based—to provide tailored retirement solutions. However, we do not offer investment advisory services.With offices in Newport Beach, CA, and Durham, NC, we bring personalized service and technical expertise to our clients nationwide. At PlanPerfect Inc, our mission is to help businesses navigate the complexities of retirement planning with confidence and ease.
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