Products by Perfect401(k)

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 preference...

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).

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...