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From personalized investment advice 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 two 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
A sample of our seminar topics:
- Navigating Today's Market
- Are You Ready To Retire?
- Fund-amentals
- Building a Diversified Portfolio
- Investing Ideas
- Using schwabplan.com
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