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Setting your plan's own performance standards

Every investor has individual needs and goals. We'll provide the tools to help you design a retirement investment solution that offers the choice and flexibility your plan and your employees deserve.

Creating your Investment Policy Statement

To help you meet your plan's objectives, the Schwab Investment Policy Statement Toolkit™ can help you perform the following tasks:

• Set your own plan's criteria for fund selection, monitoring and termination
• Establish your own asset class benchmarks for measuring performance of the investments in the program
• Incorporate your consultants' criteria (if a consultant has already developed your statement)
• Automatically create your statement once you have completed the program
• Allow the fund performance criteria you selected to be tied to your regular fund monitoring report

Let's talk. Call us toll-free at 877-456-0777.