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| Welcome to Schwab | Retirement Plan Services | Stock Plan Services | Designated Brokerage | Third Party Administrators |
Retirement Plan Services
We believe participants deserve individualized advice on their retirement accounts. That's why your participants will have access to personalized and customized advice from an independent, third-party investment advice tool, as a standard part of our offering. This advice will include fund-specific recommendations and will be communicated to your participants by phone, or on the Internet. Our staff will be available to help participants understand the investment choices in their plan and answer questions on the independent advice. And, as an added service, your employees account will be rebalanced annually, based on the advice they receive.
Schwab Personal Retirement Planning™ investment advice is formulated and provided by GuidedChoice Asset Management, Inc. (GuidedChoice). GuidedChoice is not affiliated with, nor is it an employee or agent of Charles Schwab & Co., Inc. Member SIPC (CS & Co.) or Schwab Retirement Plan Services, Inc. (SRPS). The GuidedChoice service is available to participants enrolled in plans that use the recordkeeping and related services of SRPS. Availability is subject to regulatory requirements. Plan sponsors must elect to make the GuidedChoice service available. Participant access to the GuidedChoice service is facilitated through CS & Co. Neither CS & Co. nor SRPS supervises, makes recommendations with respect to, or takes responsibility for monitoring the advice provided to participants by GuidedChoice. CS & Co. and SRPS are affiliates of each other and are wholly owned subsidiaries of The Charles Schwab Corporation.
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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.