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| Welcome to Schwab | Retirement Plan Services | Stock Plan Services | Designated Brokerage | Third Party Administrators |
Retirement Plan Services
When your retirement plan is with Schwab, participants have easy access to investing recommendations—including a toll-free line to Schwab Advice Services Representatives.
While online retirement planning tools have been available for a number of years, low usage rates throughout the industry suggest that many participants just aren't comfortable with tools alone. They want live interaction. With Schwab, they have both— convenient web tools plus personal support.
Participants can speak as often as they wish to Schwab Advice Services Representatives who can communicate and help them understand GuidedChoice™ recommendations, as well as implement the advice once they've made a decision. When a life event occurs or they feel the need to re-evaluate their financial situation, they can simply pick up the phone. And they can even schedule phone appointments to speak with the same representative each time.
Participants comfortable with the web have an easy-to-use tool that allows them to receive advice in minutes. To make it as simple as possible, the tool pre-fills plan-related data and accepts other information the participant may want considered. Then, a single click is all it takes to implement the advice.
| It works. For the average 401(k) plan, GuidedChoice advice can have a dramatic impact. |
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| Increases Experienced | |
| Savings rates | +30 - 110% |
| Participation | +10 - 50% |
Doing what's right for employees—helping them pursue their financial goals—can have substantial bottom-line benefits.
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The Charles Schwab Corporation (Charles Schwab) provides services to retirement and other benefit plans and participants as well as equity compensation plan services and other financial and retirement services to corporations and executives through its separate but affiliated companies and subsidiaries, Schwab Retirement Plan Services, Inc.; The 401(k) Companies, Inc. and its subsidiaries; Charles Schwab Trust Company, a division of the Charles Schwab Bank; and Charles Schwab & Co., Inc. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Member SIPC). Deposit and lending products and service are offered by Charles Schwab Bank, member FDIC and an Equal Housing Lender.