BROCHURES
Title		Description		Length		Item #
Workplace Financial Benefit Plans		Overview of bundled services provided to employers		16 pp		MKT 41465
Defined Contribution Services: Achieving Retirement Goals		Overview of Schwab’s 401(k) Services		12 pp		MKT 25996-02
Defined Benefit Services		Overview of Schwab’s Defined Benefit Services		4 pp		SLS36950
Personal Choice Retirement Account		Overview of Schwab’s Personal Choice Retirement Account Services		6 pp		MKT 21311-03
More Flexibility on Every Level		The 401(k) Company Brochure		16 pp		MKT40897
FACT SHEETS
Title		Description		Length		Item #
Schwab Indexed Retirement Trust Funds™		Passively managed, low-cost collective trust funds with non-proprietary sub-advisors that are tied to target retirement dates 2010–2050 in five-year increments.		4 pp		SLS41633-01
Schwab Institutional Trust Funds®		A series of collective trust funds designed to provide plan sponsors and participants with core investment options at lower expense ratios than similarly managed mutual funds.		2 pp		SLS30283-01
Roth 401(k)		Overview of Schwab’s Roth 401(k) Plan .		2 pp		SLS33604
Schwab Advantage Program		Exclusive to Schwab retirement plan participants. Includes preferred pricing and premier service for brokerage accounts.		2 pp		SLS40014-02
Charles Schwab Stable Value Fund™		Overview of Charles Schwab Stable Value Fund		2 pp		SLS27812-04
Schwab Retirement Smart Steps™		Automated Components		2 pp		SLS35005-02
Schwab Personal Retirement Planning		Advice, features and benefits at no additional cost		4 pp		SLS26289PDF-02
Schwab OnTarget Communications		An award-winning approach for educating employees and motivating them to save		4 pp		SLS36936
Schwab Managed Retirement Trust Funds™		Low-cost collective trust funds with non-proprietary sub-advisors that are tied to target retirement dates 2010–2050 in five-year increments		4 pp		SLS24738-12
Schwab Retirement Investment Services		Resources and tools to help plan sponsors achieve company goals		4 pp		SLS33055PDF
Advice Provider Selection Due Diligence Process		Overview of Schwab’s process of screening and selecting a third party advice solution		3 pp		SLS26181PDF-03
Paperless Participant Distributions		Streamlined distribution process for terminated participants		2 pp		SLS26465PDF-02
Automatic Savings Increases		Built-in way to boost participants’ retirement account balances		2 pp		SLS36720
CASE STUDIES
Title		Description		Length		Item #
Branding 401(k) Plan for Retirement Success (Universal Orlando)		A comprehensive education and communication campaign that was dynamic, engaging and sustained, while leveraging the brand to increase participation.		4 pp		MKT42470-00
Law firm has success with Auto Features (Bradley Arant)		Bradley Arant introduces Schwab Retirement Smart Steps to help increase participation & diversification.		4 pp		SLS36084-01
Automated Features Help Increase Participation (Oregon Steel Mills)		Adding automated features through Schwab Personal Retirement Planning™ helps put Oregon Steel employees on the road to better retirements.		4 pp		SLS36083PDF-02
Award-winning Education Campaign Drives Results (Karsten)		Customized Education Campaign drives participants for Karsten		2 pp		MKT33717-01
Increasing Plan Participation and Individual Contributions (Arnett)		“Take the 401(k) Challenge” helps Arnett employees shape up retirement savings		2 pp		MKT33716PDF-02
Asset Allocation and Plan Participation (HOK Group)		Customized solutions help HOK Group meet goals and increase employee satisfaction		2 pp		MKT27806PDF-03
NEWSLETTERS
Title		Description		Length		Item #
Employee Investor (Sample)		Quarterly newsletter for Schwab’s Retirement plan participants		4 pp		NWS14465RPS-32
EVENT GUIDES
Title		Description		Length		Item #
Plan Process Summary: Evaluating and Changing Investments		Tools and support to evaluate investment options and implement change		2 pp		SLS27658A-03
Plan Process Summary: Secured Divisional Reporting		Ability to limit data access provides enhanced security and convenience		2 pp		SLS27658B-03
Plan Process Summary: Benefit Plan Mergers		Schwab service team expertise can help during mergers or acquisitions		2 pp		SLS27658C-02
REPRINTS
Title		Description		Length		Item #
“Charles Schwab's Joseph Martinetto”		CFO magazine: An interview with Joseph Martinetto about his first year as CFO at Schwab		2 pp		ATL41501
“The New Frontier”		PLANSPONSOR magazine: Helping employees become financially fit by providing additional financial services through the workplace		4 pp		ATL40347
“At the Cutting Edge”		PLANSPONSOR magazine: Professional services firms discuss retirement plan design		4 pp		ATL37692
“Giving Participants a Simple Solution”		PLANSPONSOR magazine: The Second Generation of Target-Date Retirement Funds		4 pp		ATL34570
EXECUTIVE GUIDES
Title		Description		Length		Item #
Understanding Your Fiduciary Responsibility		An Executive Guide to Reducing Risk and Liability		4 pp		NA
Automating Your Retirement Plan		An Executive Guide to Automatic Features in Defined Contribution Retirement Plans		12 pp		NA
Building an Effective Investment Committee		An Executive Guide to Design and Implementation		12 pp		NA