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| Welcome to Schwab | Retirement Plan Services | Stock Plan Services | Designated Brokerage | Third Party Administrators |
Retirement Plan Services
At Schwab, we believe that investment choice is fundamental to the success of your company's retirement plan. That's why we developed Schwab Retirement Solutions™. These comprehensive investment solutions are designed to help your retirement plan meet the unique needs of your diverse group of participants.
Schwab Personal Retirement Answers feature Professionally Managed and Employee-Managed choices. To help your employees determine which answer is preferable for them, ask them one simple question: Do you want to proactively manage your own retirement investments, or have a professional do it for you?*
This straightforward and comprehensive investment provides your employees access to the expert guidance of a professional investment manager who will oversee the day-to-day management of their retirement investments at a fund level. With this solution, your employees can feel confident their investments are being managed by seasoned investment professionals.
Employees who want to actively manage their retirement accounts can take advantage of our Employee-Managed investments, which include Plan-Selected Funds and a Self-Directed Brokerage Account. These two investment options are designed to help provide your employees with the choice and flexibility they desire in selecting and monitoring their own retirement investments.
As plan fiduciary, you have a significant responsibility to select retirement investments that can meet the needs of your employees while satisfying your duties as a plan fiduciary under ERISA guidelines. With Schwab Personal Retirement Answers, you can offer meaningful and comprehensive investment options to your diverse group of employees.
Because choice and education are at the center of our retirement plan philosophy, your employees will have access to comprehensive seminars and educational materials to help them gain a solid understanding of your plan's investment options.
*Professional management is on a fund level, which may include investment management advice by investment sub-advisors. Investing entails the risk of loss of principal.
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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.