Charles Schwab: Retirement Plan Services: Overview

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Helping you achieve plan goals

Never has it been so important—and so potentially rewarding—to offer your employees a comprehensive education program.

The substantial rewards.

Schwab's powerful combination of customized education programs and personalized advice services¹ have long-term benefits that go far beyond boosting participation and deferral rates. You can:

Increase participant satisfaction with your retirement plan by fostering greater understanding of benefits and more confident decision making, helping participants feel more in charge of their future.
Simplify fiduciary responsibilities by offering turnkey education as part of a well-documented education program.
Reduce turnover by demonstrating the value of accumulating benefits over time and providing the means to do so.
Compete effectively with financial benefits that give your company an edge in recruiting and retention.

Award-winning participant education.

2008 PSCA Signature Awards
(Sponsored by the Profit Sharing/401(k) Council of America)
8 client awards (including 4 Golds, 1 Silver, and 3 Bronze), and 2 awards for Schwab

2007 PSCA Signature Awards
(Sponsored by the Profit Sharing/401(k) Council of America)
20 client awards (9 Golds, 4 Silvers, 5 Bronzes and 1 Honorable Mention), as well as Best of Show – Large Company

2007 Eddy Awards for Excellence
(Sponsored by Pension & Investments magazine)
6 client awards, 3 of which were first place awards

2006 PSCA Signature Awards
(Sponsored by the Profit Sharing/401(k) Council of America)
6 client awards, more than any other provider’s clients in the education category for the second year in a row

2005 PSCA Signature Awards
(Sponsored by the Profit Sharing/401(k) Council of America)
8 client awards, more than any other provider's clients

Customized solutions help you meet specific needs and goals.

Rather than focusing narrowly on retirement education, we help you take a broad view of your employees' financial education needs. We will work with you to design a multifaceted education program that is modular and customized for your plan's goals. Our solution may include:

Complete conversion and enrollment support for your retirement plan
Communications tailored to your employee demographics
A broad curriculum that features topics such as retirement, general investing and financial planning
Ongoing education, communications and online tools to reinforce learnings
Personal retirement plan advice¹ to help employees choose investments and plan for the future
One-on-one consultations may be available following on-site presentations
Personal assistance at Schwab Investor Centers to help employees with investment needs outside of their retirement plan

"Offering financial wellness services for employees is a win-win situation for both employers and employees."

—E. Thomas Garman, Professor Emeritus, Virginia Tech University, National Institute for Personal Finance Employee Education

1 Investment advice is formulated and provided by GuidedChoice Asset Management, Inc. ("GuidedChoice"). GuidedChoice™ is not affiliated with, nor is it an employee or agent of, Charles Schwab & Co., Inc. ("CS&Co.") or Schwab Retirement Plan Services, Inc. ("SRPS"). The GuidedChoice service is available to participants enrolled in plans that use the recordkeeping and related services of SRPS. Availability is subject to regulatory requirements. Plan sponsors must elect to make the GuidedChoice service available. Certain types of plans and plan provisions may limit availability of advice services. Participant access to the GuidedChoice service is facilitated through SRPS's affiliate, CS&Co. Neither CS&Co. nor SRPS supervises, makes recommendations with respect to, or takes responsibility for monitoring the advice provided to participants by GuidedChoice. These entities are affiliates of each other and are wholly owned subsidiaries of The Charles Schwab Corporation.