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