12/15/20 SHRM Leaderboard
 
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Products by Perfect401(k)

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  • Fully-Managed Profile

    Employees seeking the maximum level of investment assistance can choose to delegate the ongoing management of their personal 401(k) accounts to a Perfect401(k)TM investment professional. They will choose from one of our 4 actively-managed PRO Account Portfolios, according to their risk... Read More

  • Guided Profile

    Perfect401(k)TM also offers a simplified list of nearly 20 low-cost, high-quality mutual funds to choose from. Our customized “Core Funds Portfolio” lets employees select from our simplified list of hand-picked, high performing investments, such as Vanguard, Schwab, and Exchange Traded Funds (ETFs). Read More

  • Self-Directed Profile

    If employees prefer to actively manage their own 401(k) investments, to also include individual stocks and bonds, they can establish a self-directed brokerage-window account with Charles Schwab & Co., Inc. Under this option, employees will be granted total discretion and responsibility over all... Read More

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SHRM.MedRec.6.12.20
SHRM_3:1_12.5.19
SHRM_3:1_4.25.19
SHRM_3:1_2.15.18
SHRM_3:1_6.19.20
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SHRM_3:1_6.9.20
SHRM_3:1_8.12.20
SHRM_3:1_4.13.20