The Perfect401(k) is a comprehensive, turn-key retirement program designed and provided by the Wellington Companies utilizing Charles Schwab Bank as plan custodian for plan assets.
Schwab Retirement Technologies (who hosts your online 401(k) account) is a robust online web portal for 401(k) plan Participants to access their account information and balances, and gives Plan Sponsors access to plan information and the tools and features to manage the entire plan. And now, you can have all of the accessibility right at your fingertips using the Perfect401(k)™ Mobile App.
Stay in touch and keep up to date on your 401(k) on the go. From being able to change your deferral amount, to seeing growth history your new Perfect401(k)™ mobile app does it all!