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We'll work with you and your retirement plan provider to help make plan integration
and administration easy.
For nearly 10 years, Schwab's PCRA has
been an SDBA industry leader. As one of the
nation's largest SDBA providers—with over
104,000 participant accounts and $6.1 billion
in assets4
—we will make sure you have what
you need to provide comprehensive services
to your plan participants, including:
- Easy integration into your retirement
plan. Our specialized software and
extensive experience enable us to work
with virtually all plan providers.
- The flexibility to select the PCRA
investment alternatives you offer.
Customize your plan trading menu to
your criteria. For example, limit the
purchase of company stock or allow
only mutual funds.
- Extraordinary service. With an average
of 15 years' industry experience, your
team of PCRA specialists has the expertise
to address your plan's needs.
- Quarterly analysis of PCRA trends.
We provide crucial feedback and
insight about SDBA participant
behaviors and investment trends at
www.schwab.com/sdbaindicators.
- Investment manager access. For
those seeking professional investment
management, we may be able to offer
a referral to independent investment
managers.
- PCRA investment education. We
offer a comprehensive communications
program for your retirement plan,
including materials and hands-on support.
- A comprehensive website. Plan
participants can learn more about
PCRA—and open an account—through
our website.
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