Charles Schwab & Co., Inc.

A 401(k) Plan Custodian You Can Trust With Your Assets

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Total Client Assets


Retirement Plan Participants Supported


Investment Funds Available

What is a Retirement Plan Custodian?

A retirement plan custodian plays an essential role in the administration and safekeeping of retirement plan assets.
Charles Schwab is one of the largest financial service firms in the world.
Perfect401(k) works exclusively with Charles Schwab for all of the retirement plans we offer.
To learn more about Charles Schwab & Co., Inc., click here.

You'll have access to Charles Schwab's World-Class Technology

Perfect401(k) partners with Charles Schwab to provide you with the best technology tools for your retirement plan.
Whether you are the plan sponsor employer or the plan participant employee, our platform is a one-stop solution, offering unparalleled ease and efficiency in managing your plan or retirement account.

Easy. Secure. Convenient. 

Plan Sponsor Demo Videos

Plan Participant Demo Videos

VWise Retirement Readiness Tools

Employees who use Schwab Retirement Technologies also have access to customized online retirement readiness guidance, including whether or not they are “on track” for retirement. If not on track, this tool will make specific actionable retirement recommendations, which can then be implemented with the click of a button.