You wanted the best retirement plan for your employees. Are they getting it?

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No Hidden Pricing

Know what you are paying. Our fully-transparent pricing saves you from hidden fees and protects you from potential fiduciary liability.



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Investment Freedom

Choose any investment, from low cost index funds to your favorite social media site. Or have us invest for you. You decide.



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Quick Onboarding

Switching to our plan is nearly effortless. After a simple 15-minute phone call with one of our 401(k) plan consultants, we take care of the rest.



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What Is Perfect401(k)?

Our Services

Retirement Plan Setup

Establishment and setup of 401(k), Cash Balance, and Defined Benefit Retirement Plans.

Plan Administration

Full retirement plan administration including recordkeeping, discrimination testing and tax filings.

Fiduciary Services

Investment selection and monitoring, plan review and plan document compliance.

Investment Selection

Full service "Designated Investment Alternative" (DIA) selection and monitoring.

Investment Services

Optional Professionally-managed, risk-based investment strategies for the “hands-off” investor.

Employee Consulting

Automated and in person employee education utilizing online tutorials and wizard based investment selection.

Annual Benchmarking

Customized annual benchmarking report that satisfies the ERISA Section 408(b)(2) fiduciary requirement.

Good Governance

Coordinate and facilitate ongoing plan sponsor oversight with industry updates and complete quarterly 401(k) investment committee meeting minutes.

Retirement Readiness Tools

A “retirement readiness” engine can be added to the plan participant portal for automated 401(k) planning assistance.