|
|
|
Using state-of-the-art, two-way electronic links, your participant
transactions are instantaneously transmitted to Schwab. Our Web-based
delivery platform seamlessly links your plan's trust and trading
with your Recordkeeper's systems without manual intervention.
Harnessing the power of the Internet
Our participant Web-based tools can augment your Recordkeeper's
participant website to give plan participants an easy and convenient
way to research, plan and track their retirement investments.
The tools can provide access to:
-
Summaries of each participant's account holdings,
balances and portfolio allocation in a comprehensive chart for
at-a-glance updates.
-
Schwab's award-winning website, schwab.com
-
Third-party research and fund performance data
provided by Morningstar
- Retirement planning tool
|