Never has it been so important—and so potentially rewarding—to offer your employees a program that recognizes their need for a more personal approach.
As defined benefit plans have given way to 401(k)s, the responsibility of investing for retirement has shifted to employees. With the shift has come a greater need for investment advice. In fact, a majority of employees actually expect it from their employers.3
The need for a better solution.
To date, company-supported investment guidance has generally taken the form of web-based tools, seminars and workbooks. And yet many participants just aren't comfortable with tools or group sessions alone. They would like the kind of personalized retirement investment advice that is generally available only to those who can afford to pay for it themselves or those senior enough to receive it as a company benefit.
The advice participants truly need.
Now, leveraging regulatory developments regarding retirement plans, Schwab is pleased to offer an advice program that helps overcome potential inequities and barriers to your plan's success—advice that's personal, available to every plan participant and built into your plan without additional cost.
It's just one example of Schwab's commitment to helping individuals take control of their financial future. And it's the right thing to do.
We believe professional advice should be an integral part
of your plan—not an expensive option.
Program features >>
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