At Schwab, we'll provide the objective guidance you need to select investments that reflect
your plan's unique needs—without requirements to invest in our own proprietary funds
Objective guidance for selecting funds.
The specialists on our Retirement Investment
Services team apply a rigorous screening
process to thousands of funds to produce the
Schwab Focus List. This list includes diverse
funds with a history of high performance1 and
competitive expense ratios. And since Schwab
doesn't require you to place a certain
percentage of plan assets in proprietary funds,
you can be confident that the guidance you
receive is in the best interest of your plan—
and your participants.2
Automated fund monitoring.
Our online Investment Policy
Statement (IPS) Toolkit allows you to establish
your plan's fund performance criteria. Our
systems will automatically monitor the
performance of all your funds against your
criteria. Each month, our fund monitoring
report will give you:
- Up-to-date performance data for every fund
- A watch list that includes funds whose
performance is at risk of falling below your
minimum performance criteria
Proactive support.
Should any of your funds fall outside your
plan's acceptable performance range, a
warning notice will automatically be emailed
to you, and your Schwab Representative will
contact you to discuss starting the process of
replacing the fund. When you do need to
make changes, our systems can accommodate
them easily.
You and your investment committee will have
access to a monthly Due Diligence Investment
Report, so you can stay on top of every aspect
of your plan's performance and make
decisions based on objective, detailed
feedback. The report includes:
- Fund Monitoring Report
- Asset Allocation Analysis
- Economic Overview
- Updated Schwab Focus List
For more detailed information on Schwab's Retirement Investment Services, click here
Schwab Retirement Solutions help you meet the diverse needs of your employees.
Each of your employees is an individual with unique investment needs. While one investor may
actively select and manage their retirement holdings, another may prefer to have professional
management of their account. Schwab Retirement Solutions give employees the choice and
flexibility to select investments that best fit their retirement goals. For more information on
Schwab Retirement Solutions click here.
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