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| Welcome to Schwab | Retirement Plan Services | Stock Plan Services | Designated Brokerage | Third Party Administrators |
Retirement Plan Services
At Schwab we place the highest value on doing what's best for our clients. Our goal is to exceed the expectations of plan sponsors and their employees.
Careful listening—and the flexibility to respond to what we hear—has been a hallmark of Schwab service since the day we opened our doors to offer investors an alternative to traditional brokerage firms. Today, we offer you and your employees an alternative as well: the support of a powerful financial ally who never tires of asking what we can do better for you. And then delivers.
Long before we offered our own mutual funds, we were making thousands of funds available in Schwab's Mutual Fund Marketplace®—a service we pioneered. As a result, our expertise lies in the ability to research and screen a broad section of the market to help identify strong choices for your plan. This, in addition to a wealth of fund selection and monitoring tools, can give you a decided investment advantage.
Today, more than ever, employees need and want financial guidance and advice. With a long history of empowering individual investors, Schwab has the experience and the resources to equip your employees with the knowledge; tools and access to professional guidance they need to become more confident investors.
As you seek a retirement plan provider, we know that you'll be considering a number of firms who meet your basic requirements. It's beyond the basics, however, where you'll find the important differences that distinguish Schwab from other providers. As you consider firms, ask yourself:
Do they have a proven track record for honesty and integrity—where putting clients first is not a new concept but a founding principle?
Do I feel like we'll be working on the same side of the desk, collaborating to achieve a common goal?
Will all my employees at every level get the attention and service they require?
Do they have the flexibility, commitment and technological prowess to meet my changing needs and keep me competitive for years to come?
As you ask these questions of Schwab and the other financial services firms you're considering, we are confident that Schwab will emerge as your clear choice: for your company, for your employees, for years to come.
Prospectuses containing more complete information, includeing management fees, charges and expenses, are available from Schwab at 1-800-435-4000. Please read the prospectus carefully before investing or sending money.
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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.