• Call 877-456-0777
•  
• Contact us

•  Defined Contribution
• Comprehensive Services
• Administrative Services
• Conversion
• Investments
• Participant Services
• Advice Service
• Education
• Participant Advice Services
• Participant Education & Communications
• Retirement Investment Services
• Retirement Solutions
• Marketing Collateral

Helping your employees make more
informed retirement choices

From personalized investment advice ¹ to award-winning education and web sites, your employees will have the support they want and deserve to make more informed retirement decisions.

Account support—just a call or a click away

We provide the account access your employees need, when they need it, with:

• Fast, automated phone access. Our English and Spanish voice-response systems have full transaction capabilities.
• Personal help on demand. Our three call centers are supported with intelligent call routing to help ensure that your participants receive prompt and accurate guidance specific to your plan.
• Convenient online account management. Participants can easily navigate our web site to manage their account, access powerful planning tools and conduct in-depth fund research. They can also elect to receive account communications via secure email.

E-Statements with interactive capability.

Our award-winning interactive e-Statement was the first of its kind in the industry. To help your participants become more engaged with their retirement plan, this statement provides:

• One-click access to fund information
• A built-in retirement calculator for projecting future retirement balances
• Links to the current issue of Employee Investor™ Newsletter

1 Schwab Personal Retirement Planning™ investment advice is formulated and provided by GuidedChoice Asset Management, Inc. (GuidedChoice). GuidedChoice is not affiliated with, nor is it an employee or agent of Charles Schwab & Co., Inc. Member SIPC (CS & Co.) or Schwab Retirement Plan Services, Inc. (SRPS). The GuidedChoice service is available to participants enrolled in plans that use the recordkeeping and related services of SRPS. Availability is subject to regulatory requirements. Plan sponsors must elect to make the GuidedChoice service available. Participant access to the GuidedChoice service is facilitated through CS & Co. Neither CS & Co. nor SRPS supervises, makes recommendations with respect to, or takes responsibility for monitoring the advice provided to participants by GuidedChoice. CS & Co. and SRPS are affiliates of each other and are wholly owned subsidiaries of The Charles Schwab Corporation.