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• Self-Directed Brokerage Accounts
• The Power of Choice
• Easy Integration and Administration
• Freedom of Choice
• SDBA Indicators

The Schwab advantage for your plan: Experience and expertise

We'll work with you and your Retirement Plan Provider to help make plan integration and administration easy.

Since 1994, Schwab PCRA has been an SDBA industry leader. As one of the nation's largest SDBA providers—with over 145,000 Participant accounts and over $12 billion in assets¹—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 16 years' industry experience and seven years at Schwab, your team of PCRA representatives 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 in our SDBA Indicators Report published on a quarterly basis.
• Investment Advisor access: For those seeking professional investment management, we may be able to offer eligible Participants a referral to Schwab’s network of independent investment advisors.
• PCRA investment education: We will work with you to develop a comprehensive PCRA communications program. Participants have access to the breadth of Schwab.com’s educational tools at their fingertips, including in- person and online investment workshops, as well as a PCRA Educational Webcast.
• A comprehensive website: Plan Participants can learn more about PCRA— and open an account—all on one website, www.schwab.com.

1 Source: Schwab internal report, October 2008