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We're thinking about your retirement

even when you're not.

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we’ll set up your benefits to get you from where you are to where you want to be.

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to get yourself and your employees to retirement success.

It all starts with a plan

Custom retirement plans for your unique company

How We Can Help

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Attract & 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.

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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 Defined Benefits & Cash Balance plans to get you to the retirement you always imagined.

Not All TPAs are Created Equal

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.
You tell us what your goals are and we’ll set up your benefits to get you from where you are to where you want to be.

What We Provide


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

Ongoing Support

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

Our Happy Clients

We wanted to offer our employees real benefits that would make a positive impact on their lives. Tom and the team at Premiere 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.

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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.

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Our team is everything around here

We love what we do and we’re committed to our people (just like you!)

Premier Plan Consultants is locally owned and operated in San Diego. We are a part of the fabric of this community. Because of this we focus on helping business owners balance tax advantaged strategies with retirement benefits that truly help their employees. Retaining the best talent in San Diego for the best business owners in San Diego.

A Dedicated Team Focused On You and Your Employees

Get started today.

© 2023 Premier Plan Consultants


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