Overview Retirement Plan Services Retirement Plan Services
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Marketing Collateral Library

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RESEARCH & THOUGHT LEADERSHIP

Title Description Length Item
Community Overview Overview of Retirement & More Advisory Board 1 pp NA
401(k) Knowledge & Behavior Insights from Retirement & More Advisory Board on 401(k) Knowledge & Behavior 2 pp NA
Plan Perceptions Insights from Retirement & More Advisory Board on Retirement Plan Perceptions 2 pp NA
Automatic Plan Features Insights from Retirement & More Advisory Board on Automatic Plan Features 2 pp NA
Financial Education In The Workplace Insights from Retirement & More Advisory Board on Financial Education In The Workplace 2 pp NA
IRA Knowledge & Behavior Insights from Retirement & More Advisory Board on IRA Knowledge & Behavior 2 pp NA
Employees 50+ Have High Expectations of Employers Insights from Nearing Retirement Advisory Board 4 pp MKT45423-00
Rethinking Retirement: A New Role for Employers Overview on the Rethinking Retirement Research Study 3 pp NA
When Generic Benchmarking Isn't Enough Strategic insights on how to effectively look at benchmarking data 4 pp MKT46074
CFO Research Results A Shared Benefit -Employer Views on the Value of 401(k) Plans 16 pp MKT44199
The Employer Match: Why it Matters Strategic benchmarking insights on the use of an employer match 3 pp MKT44857-00
Responding to the New Retirement: Seven Key Strategies for Employers Insights for employers from the 2008 Charles Schwab Rethinking Retirement Survey 16 pp MKT45161
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

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 21311RPS

FACT SHEETS

Title Description Length Item
Nonqualified Deferred Compensation Plan Services Overview of Schwab's nonqualified deferred compensation plan services offering 3 pp SLS45521B
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 SLS41633-03
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 SLS30283-02
Roth 401(k) Overview of Schwab's Roth 401(k) Plan 2 pp SLS33604
Schwab Advantage Program Special Pricing for Retirement Plan Sponsors 2 pp SLS40014-04
Charles Schwab Stable Value Fund Overview of Charles Schwab Stable Value Fund 2 pp SLS27812-07
Schwab Retirement Smart Steps™ Automated Components 2 pp SLS35005-03
Schwab Personal Retirement Planning Advice, features and benefits at no additional cost 4 pp SLS26289PDF-02
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 SLS24738-14
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
Financial Well-being for EmployeesOne Company Makes a Difference
(NCCI Holdings, Inc.)
Participants consider retirement planning in the context of their broader financial needs. 4 pp SLS47361
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 SLS36083-02
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-39

PLAN PROCESS SUMMARIES

Title Description Length Item
Plan Process Summary: Guiding Sponsors & Participants through Significant Workforce Changes Ways in which Schwab can help plan sponsors effectively manage significant workplace events impacting their retirement plan 2 pp MKT45309RPS-00
Plan Process Summary: Evaluating and Changing Investments Tools and support to evaluate investment options and implement change 2 pp SLS27658A-04
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
“Participants and Retirement: The Holistic View” PLANSPONSOR magazine: A holistic view of retirement plan participants' needs 4 pp ATL45424 -00
“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
Responding to the New Retirement: Seven Key Strategies for Employers Insights for employers from the 2008 Charles Schwab Rethinking Retirement Survey 16 pp MKT45161
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