Overview Retirement Plan Services Retirement Plan Services
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Helping your employees make more
informed retirement choices

Advice from experts

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.

Unbundled Solutions

We also offer retirement solutions for companies with smaller total assets.