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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...
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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).
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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...
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