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Charles Schwab & Co., Inc.

We Serve Your Employees,

Your Business and Your Plan

What Are You Looking For?

Retirement Services

Help employees focus on their financial futures with a customized retirement plan.

Stock Plan Services

Fuel your employees’ financial plans with a stock plan customized for your company.

Compliance Solutions

Manage risk and streamline compliance review with trade monitoring technology and compliance software.

Why Schwab

Experience and Purpose

You can feel confident with Schwab as your ally. And your employees will appreciate that you’ve chosen one of the best-known names in financial services to help support them.

Industry Innovator

Your needs help drive new products and services. Schwab Corporate Services™ grew out of our commitment to solving problems for our corporate clients.

We’re dedicated to meeting your challenges with innovative solutions that help you do more with less, drive business results, and navigate regulatory requirements—while giving your employees tools to pursue their financial goals.

A Consultative Approach

As a leader with 30 years of experience in financial services, we see the industry as no other provider or custodian can. We look at finance through the eyes of the individual investor and put that perspective to work for you.

We work with you to find solutions that fit your company and draw on our decades of industry experience to recommend best practices relevant to your situation.

Commitment to Participant Education

Our clients range from small businesses to huge corporations—and their needs are diverse. But they share a strong commitment to helping their employees thrive.

We believe in that commitment. As employee needs evolve, we’re also changing the way we think about employee education. We’re dedicated to supporting your employees with the most relevant communications, planning tools, and guidance to help them make smart choices about their finances.

Questions?

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Introducing Schwab Index Advantage™. Learn more.

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1. Data reported as of March 31, 2013.

2. Fortune Magazine, March 2011.

*Estimated reduction in cost is for illustrative purposes only; actual results may vary. The definition of "plan fund costs" and estimated reduction in cost includes plan costs based on Schwab's research using (1) 2010 data from 195 defined contribution plans serviced by Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company, and (2) 2010 data from a comparison set of plans serviced by other providers. In this comparison set, the weighted average operating expense ratio (OER) for midsize plans ($20 million–$100 million) using actively managed funds is $55 to $95 per $10,000 invested, and for large plans ($100 million–$350 million) the OER is $50 to $75 per $10,000 invested. For similar-sized plans adopting Schwab Index Advantage™, the weighted average OER for index mutual funds or ETFs should be about $15 to $25 per $10,000 invested. 85% savings is calculated using $95 per $10,000 invested and comparing it to $15 per $10,000 invested. 50% savings is calculated using $50 per $10,000 invested and comparing it to $25 per $10,000 invested. This example does not include any fees associated with professional, independent advice services or other fees that may be charged to a participant account.

Investors should consider carefully information contained in the prospectus, including investment objectives, risks, trading policies, charges, and expenses. You can request a prospectus by calling Schwab at 800-435-4000. Please read the prospectus carefully before investing.

Schwab Retirement Plan Services, Inc., Charles Schwab Bank, and Charles Schwab & Co., Inc. are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Brokerage products and services are offered by Charles Schwab & Co., Inc., Member SIPC. Trust and custody services and deposit products are offered by Charles Schwab Bank. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans. Schwab Index Advantage is only available in select retirement plans serviced by Schwab Retirement Plan Services, Inc. Results not guaranteed.

©2012 Schwab Retirement Plan Services, Inc. All rights reserved. (0412-2963)

The Charles Schwab Corporation provides services to retirement and other benefit plans and participants through its separate but affiliated companies and subsidiaries: Charles Schwab Bank; Charles Schwab & Co., Inc.; Schwab Retirement Plan Services, Inc.; and Schwab Retirement Plan Services Company. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Member SIPC). Trust and custody products and service are offered by Charles Schwab Bank. Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company provide recordkeeping and related services with respect to retirement plans.

© 2013 Charles Schwab and/or its affiliates. All rights reserved. (0312-0597)