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| Welcome to Schwab | Retirement Plan Services | Stock Plan Services | Designated Brokerage | Third Party Administrators |
Retirement Plan Services
We provide support for your plan through each phase of administration—from developing your plan's conversion strategy to consulting with you about plan design and ways to make plan operations more efficient.
The process of plan conversion requires careful planning and precise execution. With an average of 16 years in the industry, Schwab's Conversion Managers have the expertise and experience to help ensure a seamless implementation of your conversion plan. And at each stage of the process, our dedicated Conversion Quality Assurance group will be testing and monitoring the set-up of your plan to make sure it's in compliance with your plan document.
We'll help support your plan with employee communications that may include newsletters, postcards, enrollment meetings, webcasts, electronic communications and more.
Our conversion Web site can be customized to your company's look and feel, and can provide timely and essential information to your participants during the crucial transition period. It can also help you:
Navigating Employee Retirement Income Security Act (ERISA) guidelines and DOL rules can be a complex process. Your Schwab ERISA compliance team will consult with you so your plan stays within those guidelines. In addition to preparing signature-ready tests, they perform average benefit testing and are experts in highly specialized cross-tested design-based plans.
Our proprietary systems provide the accurate, timely reports you need on quarterly administration, participant demographics and participant activity. And we continually work to develop system enhancements such as:
Our Sponsor Report Center delivers the information you want, how and when you want it. You can:
With our online Sponsor Report Center, you can create customized reports in seconds—complete with colorful charts and graphs.
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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.