Pension Plans (Defined Benefit Plans)

Self-Directed Profile

Available from Perfect401(k)

Self-Directed Profile

Product Overview

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 their investment selections, asset allocation, and trade executions—which means they will have all the investment flexibility enjoyed by experienced investors.

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