At Schwab, we believe that investment choice is fundamental to the success of your company's retirement plan. That's why we developed Schwab Retirement Solutions™. These comprehensive investment solutions are designed to help your retirement plan meet the unique needs of your diverse group of participants.
Schwab Retirement Solutions feature a Professionally Managed Solution and Employee-Managed Solutions. To help your employees determine which solution is preferable for them, ask them one simple question: Do you want to proactively manage your own retirement investments, or have a professional do it for you?*
Professionally Managed Solution*
This straightforward and comprehensive investment solution provides your employees access to the expert guidance of a professional investment manager who will oversee the day-to-day management of their retirement investments at a fund level. With this solution, your employees can feel confident their investments are being managed by seasoned investment professionals.
Employee-Managed Solutions
Employees who want to actively manage their retirement accounts can take advantage of our Employee-Managed Solutions, which include Plan-Selected Funds and a Self-Directed Brokerage Account. These two investment options are designed to help provide your employees with the choice and flexibility they desire in selecting and monitoring their own retirement investments.
Simplifying your role as fiduciary with comprehensive solutions
As plan fiduciary, you have a significant responsibility to select retirement investments that can meet the needs of your employees while satisfying your duties as a plan fiduciary under ERISA guidelines. With Schwab Retirement Solutions, you can offer meaningful and comprehensive investment options to your diverse group of employees.
Because choice and education are at the center of our retirement plan philosophy, your employees will have access to comprehensive seminars and educational materials to help them gain a solid understanding of your plan's investment options.
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