Overview Retirement Plan Services

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• Unbundled Solutions
• Investments
• Technology
• Participant Education
• Trust & Custody Services

Your full-service solution

Together, your Recordkeeper and Schwab offer you a uniquely flexible retirement plan solution with the convenience of a bundled plan combined with the expertise of two retirement plan providers.

Our combined expertise in recordkeeping and related services, investment choice, participant education and high-end technology can help you offer competitive employee benefits and attain the confidence of company management and regulators.

Your Recordkeeper’s role
As your primary contact, your Recordkeeper focuses on the success of your plan—drawing on extensive administrative resources to help you craft a solution that’s tailored to your needs and flexible enough to keep pace as they change. Your Recordkeeper orchestrates various plan elements—from investment alternatives to loan options, vesting schedules and matching programs—and identifies the investment products and services, participant services and plan administration services you need to create a retirement plan offering that is both appealing to employees and efficient to administer.

Schwab’s role
To help support your Recordkeeper, Schwab provides two critical support functions: the technology that links various aspects of your plan, and an extraordinary menu of investments, employee services and trust and custody options that can be tailored by you and your Recordkeeper to create a truly unique—and flexible—retirement plan offering. Schwab provides:

• An innovative technology platform that delivers a seamless flow of information and communication to you and your employees
• Single-source access to one of the world’s largest selections of mutual funds
• A self-directed brokerage account choice for more financially sophisticated employees
• Comprehensive, customizable employee education and communications
• Professional trust and custody services with revenue-sharing opportunities

Together, we provide expert recordkeeping, expanded investment choice, enhanced plan flexibility, advanced technology, customized participant education, and professional trust and custody services.