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Plan Sponsors

  • Knowledge Base
  • Plan Sponsors
  • Schwab SRT Tutorials
  • Accessing Participant Accounts

Accessing Participant Accounts

0December 29, 2020
  • Schwab SRT Tutorials
    • Using Investment Features
    • Generating Participant Activity Statistics
    • Requesting & Viewing Reports
    • Accessing Participant Accounts
    • Plan Sponsor Dashboard Quick Tour

© 2026 Everington Consulting, Inc. – All rights reserved

14325 Willard Rd STE 104, Chantilly, VA 20151 Call us at (877) 836-1993 / info@perfect401k.com

Participant Announcements

03-15-2021: The third major announcement. This is a previous test announcement. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Morbi quam lorem, vulputate ut elit volutpat, porttitor eleifend felis. Nulla consectetur ipsum turpis, non cursus est sodales at.

03-15-2021: The second major announcement. This is a previous test announcement. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Morbi quam lorem, vulputate ut elit volutpat, porttitor eleifend felis.

03-15-2021: The first major announcement. This is a previous test announcement. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Morbi quam lorem, vulputate ut elit volutpat, porttitor eleifend felis. Nulla consectetur ipsum turpis, non cursus est sodales at. Fusce condimentum rutrum pretium. Praesent nec blandit lectus, ut euismod odio. Sed sit amet libero dolor. Maecenas ex sapien, luctus at lorem vel, aliquet suscipit nisl. In hac habitasse platea dictumst. In aliquet fermentum erat at commodo. Etiam elementum neque quis mollis fringilla. Donec ac nibh quis purus egestas egestas.

Send us a message or call (877) 836-1993

Plan Sponsor Announcements

03-15-2021: The third major announcement. This is a previous test announcement. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Morbi quam lorem, vulputate ut elit volutpat, porttitor eleifend felis. Nulla consectetur ipsum turpis, non cursus est sodales at.

03-15-2021: The second major announcement. This is a previous test announcement. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Morbi quam lorem, vulputate ut elit volutpat, porttitor eleifend felis.

03-15-2021: The first major announcement. This is a previous test announcement. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Morbi quam lorem, vulputate ut elit volutpat, porttitor eleifend felis. Nulla consectetur ipsum turpis, non cursus est sodales at. Fusce condimentum rutrum pretium. Praesent nec blandit lectus, ut euismod odio. Sed sit amet libero dolor. Maecenas ex sapien, luctus at lorem vel, aliquet suscipit nisl. In hac habitasse platea dictumst. In aliquet fermentum erat at commodo. Etiam elementum neque quis mollis fringilla. Donec ac nibh quis purus egestas egestas.

Contact Us or Call (877) 836-1993

Schwab Portal First Time Login Instructions

Dear 401(k) Plan Participant,

Welcome to your new retirement plan portal!

Perfect401(k)™ is brought to you by The Everington Companies (Everington Consulting, Inc. and Wellington Consulting Services, Inc.) working in partnership with Charles Schwab, who were selected by your employer to deliver the services needed to run your company’s 401(k) retirement plan. We at Perfect401(k)™ appreciate your business and look forward to assisting you now and in the future towards a rewarding retirement.

To login into your Schwab Portal Account for the first time, please follow these steps:

  1. Click on the “Schwab Participant Portal ” link found on this webpage.
  2. Fill in your User Name & Password
      • Your initial username is your Social Security Number without dashes (XXXYYZZZZ)
      • Your initial password is your Date of Birth without dashes (MMDDYYYY)
  1. Follow the easy 5-Step Enrollment Wizard.
      • Please Note: Once you have changedyour user name and password, you must use your newcredentials for all subsequent logins. You will be unable to login again using your SSN and DOB.
  2. Review your account to ensure your information is correct.
      • Please note: If enrolling for the first time, please allow 24 hours for processing before logging back into your account. Should you have any questions please feel free to contact us at your convenience.

Best Regards,

Your Perfect401(k)™ Team
Everington Companies

Need Help? Call: (877) 836-1993 | Email: info@perfect401k.com

 

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