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Helping your employees make more informed
retirement choices

Education customized to your employees' requirements

Leveraging our long history of empowering investors, we'll deliver highly effective educational programs tailored to the needs of your participants.

• Using benchmarking data from your industry peers, we'll work with you to determine your goals and assess the knowledge and investing styles of your participants.
• We'll develop an educational program, and our in-house design unit is available to customize collateral to meet your needs¹.
• After implementation, we will measure and report results.

A choice of ways to learn.

At Schwab, we offer education in a variety of formats that can give your employees multi-lingual opportunities to learn—in person, in print or online.

In person, employees can attend enrollment seminars, meetings to explain fund line-up changes, one-on-one consultations and company benefit fairs. They can also choose from a curriculum that includes a wide range of seminars.

Online, employees have a vast selection of education and investing information at their fingertips, including:

• Insightful articles on market issues and extensive third-party research
• Self-paced, interactive education programs in the Schwab Learning Center
• Interactive CD-ROMs, customized to your specifications
• Seminars available via virtual meetings

1   Additional fees may apply.