Charles Schwab: Retirement Plan Services: Overview

Printer-friendly
Type Size: A A A

We offer comprehensive plan services, and more

With Schwab, you enjoy the comprehensive services of an experienced retirement plan provider, plus many tools and services that set us apart from other providers.

	Administration	Investments	Participants
The Basics
	Plan design consulting Comprehensive recordkeeping and administration Internet-based plan management tools Ongoing plan and ERISA regulatory information	Historically high-performing funds Competitive expense ratios Wide selection of investment options Investment consulting services	Customized education consulting and benchmarking Development and execution of specific education programs Web and bilingual VRU Access to multilingual representatives
And Beyond
	A Service Scorecard that verifies monthly performance against service goals Consultants with some of the highest credentials in the industry A customized conversion website to update participants Transparent pricing with straightforward disclosures	No minimum investment requirement for our proprietary funds¹ An online Investment Policy Statement Toolkit™ to help you establish fund selection and monitoring criteria The industry's most popular self-directed brokerage account option	Multi-channel advice including one-on-one consultations with advice representatives Award-winning education programs in both English and Spanish The industry's first e-statement with built-in calculators to encourage deferrals A broad selection of live and online seminar topics

Past performance is no indication of future results. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.

1. While Schwab requests that plan sponsors who select a money market or stable value fund use a Schwab fund, there are no other proprietary asset or fund minimum requirements.

Unbundled Solutions

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