WHAT ARE THE ADVANTAGES OF USING THE PREFERRED CLIENT ROLLOVER SERVICE?

0March 26, 2021
  1. Perfect401(k)’s Preferred Client Rollover Service does away with the typical high broker fees and high account minimums and givesyou direct access to a dedicated investment advisor, which means no waiting on hold forever after calling some 1-800 number.
  2. Our advisors also understand that not one size fits all, so they will help you select the level of service that suits your investor profile,ranging from: (1) the experienced investor who wants full investment control and simply wants basic oversight and advice oninvestments and retirement strategies, to (2) the comfortable investor who wants help managing their own customized portfolio,to(3) the novice investor who wants to delegate all investment decisions to a professional financial advisor who will craft andmanage aportfolio that’s right for them.
  3. And perhaps best of all, you will never pay more than you’re paying now in your 401(k) plan. By rolling over directly from your401(k)you will benefit from your employer’s pre-negotiated discounted rates usually only available to institutional clients.
  4. Our Client Service Managers take the guess work out of the rollover process and make it a seamless transition from 401(k) to IRA.They will help you open an IRA with Charles Schwab & Co., Inc. and then transfer your account internally; your money will beavailablethe next day and you never have to deal with receiving and depositing a rollover check. If you have questions or wouldlike to learnmore, email our Personal Financial Service team at: pfs@perfect401(k).com or give them a call at: (703) 994-4522.