Charles Schwab: Retirement Plan Services: Unbundled Solutions

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Participant Education

Schwab can work with your Recordkeeper to provide custom-tailored employee education and communications program helps your participants appreciate and take full advantage of the benefits you provide.

Education seminars
Schwab’s professional enrollment and education specialists can bring the vast investor education resources Schwab has built directly to plan participants through on-site seminars or webcasts.

Enrollment seminars can be delivered in English or Spanish and are customized to reflect the plan’s policies and enrollment materials.
Seminar topics may include retirement planning, mutual fund investing, self-directed brokerage accounts and much more.
Investor education seminars may be held on-site, online, or in local Schwab Investor Centers.

Customizable enrollment books
Your Recordkeeper can create enrollment books that are specific to your plan, including key plan provisions such as vesting schedules and eligibility information, as well as mutual fund profile sheets for the plan’s core funds.

Local support
Schwab’s nationwide network of Investor Centers is staffed by experienced investment professionals. At these centers, participants can obtain financial information, meet individually with a Schwab Investment Specialist or attend seminars on a variety of financial topics.

Bundled Solutions

We also offer retirement solutions for companies with larger total assets.