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Minimize costs and time commitments

Our administrative services can help you manage retirement plan costs to help improve the overall effectiveness of your defined benefit plan.

Precision. Clarity. Response.

With Schwab, you can feel confident that data management and calculations will be precise, communications will be clear, and service to participants will be responsive. Services include:

• Recordkeeping
• Benefit calculations
• Preparation of participant distribution communications
• Distribution processing

Plan sponsor website

Our recordkeeping service is driven by a robust online management system designed to make managing and monitoring your plan easier and more efficient. Schwab's plan sponsor website gives you a convenient, reliable way to:

• View plan and participant data
• Run benefit estimates
• Submit payroll and census data
• Submit requests for termination processing and retirement distributions
• Read updates on legislative and regulatory changes