We make it quick and easy to set up or transfer your 401(k) Plan. Our AAO Care Team will manage all aspects of the process, including:
Plan Design Assistance
Preparation of Enrollment Materials
Coordination of Asset Transfers
Contribution Submission Training
And More!
Onboarding Timeline
Here’s what will happen once you choose Perfect401(k) as your plan.
Step 1: Contact Us
To get started, all it takes is a 10-minute phone call. One of our AAO Care Team Representatives will welcome you to the plan and ask you a few basic questions about your company. Then, we will send you a Plan Questionnaire, where you will choose your plan’s features and designate your plan’s trustees.
Step 2: Create Your Plan
Next, you will receive a Plan Sponsor Applications Package, which will establish your account with Charles Schwab (where the plan’s assets will be held). After you review your new Perfect401(k) plan’s provisions, you will endorse the final plan documents. Your representatives at Perfect401(k) will take it from there!
Step 3: Start Saving!
Our Perfect401(k) team will host a webcast to teach your employees about how to enroll online. We will also provide training to plan administrators and work directly with your current plan custodian to transfer all your assets to Charles Schwab. All that’s left is for you or your payroll provider to begin making salary deferral contributions. Welcome to Perfect401(k)!
