Your Schwab support team can help you meet the challenges of retirement plan management,
by minimizing administrative burdens and continually monitoring service delivery.
A team as concerned about your plan's success as you are
A team of experts — headed by your Schwab
Relationship Manager —works to help keep
you moving toward achieving your plan's
objectives. Your Schwab Relationship
Manager serves as your plan's advocate —
gaining a deep understanding of your
company, your employees and the changing
needs of your organization and they'll
proactively work with you to develop
innovative solutions that support your long-term
goals.
Specialized support
As your day to day contact, your Client
Service Manager helps oversee administrative
functions and works to meet your plan's
specific objectives. Your plan will also be
supported by other subject matter experts
who will work to provide smooth and
efficient plan operations.
Guidance from a highly-qualified service staff
Our service staff has one of the highest
numbers of American Society of Pension
Actuaries.4 (ASPA)—certified members in the
industry, including Qualified Pension
Administrators (QPAs) and Certified Pension
Consultants (CPCs).
| Dedicated advocates for your plan.
Your Relationship Manager
- Outlines strategies to meet your goals
- Identifies needs and develops action plans
- Drives long-term service enhancements
Your Team of Support Specialists
- Client Service Manager
- Participant Education Consultant
- Retirement Investment Consultant
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We're accountable to you.
At Schwab, we monitor our service quality
levels and inform you of the results. Our
feedback includes:
- The Schwab Service Scorecard, an online
report that measures service levels against
goals using our proprietary tools and systems
- A Service and Strategy Review,a
comprehensive view of your plan including
performance statistics and an analysis of
your participants' investment activities
- An Annual Business Plan, updated
throughout the year, which outlines action
items for participant education, investment
services and possible implementation of
new plan features.
We ask for your feedback
We want to know when we're meeting your
expectations — and when we're not. To gauge
satisfaction, we conduct an online sponsor
survey every six months and systematically
obtain third-party research to measure
ourselves against industry benchmarks.
Your feedback helps shape our service delivery
and provides us business direction as we
develop new products. In fact, our Client
Advisory Board has been instrumental in
helping us develop the services that set us
apart from other providers.
We don't just talk about exceptional service—we verify it monthly
with our online Schwab Service Scorecard.
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