Working Directly With Schwab1
Your Retirement Plan Service Provider Matters
Not all retirement plan service providers are the same. The one you choose can make a significant difference for your employees and your business. When you work with Schwab, you receive guidance and support for your plan, including consultation on plan feature utilization, recordkeeping, and Internet-based plan management tools.
You benefit from flexible, customizable solutions that should help to meet your plan needs, straightforward plan recordkeeping and related plan and participant services, and dedicated support from a leader in the retirement business.
Your employees benefit from retirement options that help them build successful financial knowledge—including robust independent personalized advice,2 a range of investment choices, and highly consultative service.
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Self-Directed Brokerage Accounts
The Schwab Personal Choice Retirement Account® (PCRA) is a self-directed brokerage account option that opens up a wealth of investment opportunities.