Because choice should be fundamental to any investment plan, we make available an extensive range of funds with competitive costs.

Highly competitive investments
Our Retirement Investment Services specialists:

• Use a tool that screens thousands of funds based on objective criteria you specify.
• Help you identify historically high-performing fund managers in key investment disciplines.
• Provide access to a diverse range of investment options — often with no extra administrative cost.

• Freedom of choice
• Choose from thousands of historically high-performing funds with competitive expense ratios. Past performance is no guarantee of future results. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.
• No obligation to place a certain percentage of plan assets in Schwab proprietary funds.¹

1 While Schwab requests that plan sponsors who select a money market or stable value fund use Schwab funds, there are no other proprietary asset or fund minimum requirements.

For a prospectus containing more complete information, including management fees, charges and expenses, please call Schwab at 1-800-435-4000. Please read the prospectus carefully before you invest or send money. Investing entails the risk of loss of principal.