(The press releases provided below are in PDF format. You can download a reader for free here.)
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| February 9, 2009 |
SCHWAB RELEASES 401(K) PLAN BENCHMARKING INSIGHTS TO PLAN SPONSORS AND TPAs |
| November 14, 2008 |
SCHWAB ANNOUNCES ITS DECISION NOT TO PARTICIPATE IN U.S. TREASURY DEPARTMENT CAPITAL PURCHASE PROGRAM |
| November 3, 2008 |
NEW DATA FROM CHARLES SCHWAB SHOWS EMPLOYER MATCH IS KEY FACTOR IN HOW MUCH EMPLOYEES SAVE IN 401(K) PLANS |
| October 20, 2008 |
CHARLES SCHWAB PLAN SPONSOR CLIENTS EARN EIGHT PSCA 2008 SIGNATURE AWARDS |
| March 31, 2008 |
CHARLES SCHWAB SEES MORE EMPLOYERS OFFERING ROTH 401(K) |
| November 28, 2007 |
NEW SCHWAB DATA INDICATES USE OF ADVICE AND PROFESSIONALLY-MANAGED PORTFOLIOS RESULTS IN HIGHER RATE OF RETURN FOR 401(k) PARTICIPANTS |
| October 17, 2007 |
CHARLES SCHWAB CLIENTS EARN TWENTY PSCA 2007 SIGNATURE AWARDS |
| September 5, 2007 |
EMPLOYERS USE AUTOMATIC TOOLS TO JUMPSTART PARTICIPATION AND SAVING IN 401(K) PLANS
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| July 18, 2007 |
SCHWAB MANAGED RETIREMENT TRUST FUNDS™ SURPASS $2 BILLION IN ASSETS
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| April 2, 2007 |
SCHWAB COMPLETES ACQUISITION OF THE 401(K) COMPANY
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| March 19, 2007 |
SCHWAB LAUNCHES 2050 TARGET-DATE FUND FOR RETIREMENT PLANS
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| February 27, 2007 |
SCHWAB CLIENTS WIN BIG AT 2007 EDDY AWARDS
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| December 22, 2006 |
SCHWAB ANNOUNCES ACQUISITION OF THE 401(K) COMPANY
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| October 4, 2006 |
SCHWAB CLIENTS ENJOY ANOTHER WINNING YEAR AT 2006 PSCA SIGNATURE AWARDS
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| June 15, 2006 |
SCHWAB MEETS GROWING DEMAND FOR AUTOMATIC 401(K) PLAN SOLUTIONS WITH SCHWAB RETIREMENT SMART STEPS™
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| March 16, 2006 |
SCHWAB MANAGED RETIREMENT TRUST FUNDS™ SURPASS $1 BILLION IN ASSETS
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| December 20, 2005 |
SCHWAB RETIREMENT PLAN CLIENTS ADOPTING NEW ROTH 401(K)
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| December 1, 2005 |
POPULAR SCHWAB MANAGED RETIREMENT TRUST FUNDS™ NOW AVAILABLE TO BROADER RETIREMENT PLAN MARKET
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| September 29, 2005 |
SCHWAB CLIENTS WIN BIG AT PSCA SIGNATURE AWARDS,
EARN EIGHT AWARDS INCLUDING A BEST IN SHOW
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| August 17, 2005 |
SHARP ELECTRONICS PLUGS INTO SCHWAB
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| August 9, 2005 |
SCHWAB INTRODUCES PARTICIPANT RETIREMENT TOOL FOR CLIENTS OF THIRD PARTY ADMINISTRATORS
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| June 17, 2005 |
Pilots' Retirement Plans to Land at Schwab -- Plans Represent $650 Million in Assets for Continental Pilots
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| April 28, 2005 |
SCHWAB RETIREMENT ADVICE INDICATORS REVEAL SAVINGS RATES CONTINUE TO RISE AMONG ADVICE AND MANAGED ACCOUNT USERS IN 401(K) PLANS
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| April 28, 2005 |
Schwab Retirement Advice Indicators Reveal Encouraging Behavior Among 401(k) Users
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| March 15, 2005 |
SCHWAB LAUNCHES SERVICES TO SUPPORT TPAS' COMMISSION-BASED ADVISOR CLIENTS
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| March 10, 2005 |
SCHWAB CORPORATE SERVICES INTRODUCES NEW ROLLOVER IRA PRODUCT
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| March 09, 2005 |
NEW RETIREMENT INCOME FUND ADDED TO SCHWAB TARGET RETIREMENT FUND FAMILY
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| January 31, 2005 |
$7.7 Billion in Net New Assets Fuel Record Year for Schwab Corporate Services
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| January 24, 2005 |
Retirement Plan Savings Rates Double for 401(k) Participants Using Schwab Managed Account and Advice Services
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| December 10, 2004 |
Charles Schwab Corporate Services Team Earns Education Accreditation through Center for Fiduciary Studies
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| November 22, 2004 |
SCHWAB RETIREMENT TECHNOLOGIES®
ADDS ENVISAGE TO ALLIANCE PROGRAM
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| November 15, 2004 |
SCHWAB SDBA USER ACTIVITY STEADY IN THIRD QUARTER
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| September 28, 2004 |
OVERALL ALLOCATION LEVELS IN SELF-DIRECTED BROKERAGE ACCOUNTS REMAIN STEADY
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| September 21, 2004 |
CHARLES SCHWAB CORPORATE SERVICES AND EPIC ADVISORS, INC. OFFER OUTSOURCING SOLUTION TO BANKS
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| September 1, 2004 |
SCHWAB HELPS CLIENTS PROMOTE 401(k) DAY --
"Retirement Reality" Tools Engage Employees, Encourage Retirement Planning
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| August 31, 2004 |
CHARLES SCHWAB CORPORATE SERVICES INTRODUCES EQUITY AWARD CENTER
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| August 26, 2004 |
CHARLES SCHWAB CORPORATE SERVICES ANNOUNCES THREE NEW HIRES FOR STOCK PLAN SERVICES GROUP
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| August 19, 2004 |
SCHWAB AND GUIDEDCHOICE™ TAKE MORE THAN 100 PLANS "LIVE" WITH ADVICE SERVICES
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| August 10, 2004 |
CHARLES SCHWAB CORPORATE SERVICES ADDS MORE THAN $5 BILLION IN NET NEW ASSETS
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| August 9, 2004 |
SCHWAB RETIREMENT TECHNOLOGIES® ANNOUNCES LATEST ASP CLIENT: AMERICAN BENEFIT RESOURCES, INC
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| July 22, 2004 |
SCHWAB REDUCES ONLINE EQUITY TRADE COMMISSIONS FOR
SELF-DIRECTED BROKERAGE ACCOUNTS IN RETIREMENT PLANS
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| June 14, 2004 |
SCHWAB RETIREMENT TECHNOLOGIES® LAUNCHES APPLICATION SERVICE PROVIDER MODEL FOR THIRD-PARTY PLAN ADMINISTRATORS
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| June 4, 2004 |
SCHWAB ADDS MORE TOOLS FOR RETIREMENT PLAN PARTICIPANTS
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| April 26, 2004 |
SCHWAB RETIREMENT TECHNOLOGIES® ADDS MK CONSULTING TO ALLIANCE PROGRAM
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| March 30, 2004 |
LATEST SCHWAB SERVICE SCORECARD™ TRACKS SERVICE LEVELS FOR STOCK PLAN ADMINISTRATORS
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| March 02, 2004 |
SDBA USERS INCREASE TRADING FOR FOURTH STRAIGHT QUARTER, STRONGLY FAVOR MUTUAL FUNDS
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| January 27, 2004 |
NEW ADVICE SERVICES HELP FUEL RETIREMENT PLAN GROWTH FOR SCHWAB
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| December 15, 2003 |
SDBA USERS INCREASE TRADING BY 10 PERCENT, EXPAND EQUITY POSITIONS
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| October 22, 2003 |
SCHWAB RETIREMENT TECHNOLOGIES® LAUNCHES SQL RECORDKEEPING SYSTEM |
| October 9, 2003 |
SDBA Users Show Renewed Interest in Equities, Increase Trading Activity |
| September 23, 2003 |
Schwab Retirement Technologies™ Enhances Online Reporting for Third-Party Plan Administrators |
| September 8, 2003 |
Schwab Introduces Retirement Plan Investment Advice At No Additional Cost |
| September 2, 2003 |
Schwab Introduces Personal Rate of Return Analysis Tool for Retirement Plan Participants |
| August 5, 2003 |
Schwab Retirement Technologies™ Launches Customization Tool for Plan Administrators |
| July 29, 2003 |
Schwab Retirement Technologies™ Offers New Platform for IRA Rollovers |
| June 23, 2003 |
Men Outnumber Women Nearly 3 to 1 in Use of Self-Directed Brokerage Accounts, Have Much Higher Account Balances |
| June 16, 2003 |
Schwab Introduces New Online Management System for Stock Plan Administrators |
| May 29, 2003 |
Schwab Technology Investments Yield Benefits for Bundled Defined Contribution Plans |
| May 22, 2003 |
New Schwab Service Scorecard™ Tracks Service Levels for Retirement Plan Sponsors |
| May 20, 2003 |
Schwab Names Industry Veteran to Key Sales Role for Schwab Retirement Technologies™ Group |
| May 15, 2003 |
Schwab Reports Continued Growth In Its 401(k) Business, Announces Plans to Increast Client Service Staff |
| May 6, 2003 |
Customizable Web and Call Center Software from Schwab Helps Retirement Plan Administrators Enhance Services |
| April 09, 2003 |
Schwab Announces Online System to Help Companies Meet Tighter Sarbanes-Oxley Act Reporting Deadlines |
| April 3, 2003 |
401(k) Participants Increase Equity Market Investments Through Self-Directed Brokerage Accounts |
| March 28, 2003 |
Three Regional Firms Join Schwab TPA Network |
| February 20, 2003 |
Schwab Focuses On Diverse Needs of Retirement Plan Participants with Schwab Retirement Solutions™ and Four New Funds |
| February 4, 2003 |
Schwab to Expand Defined Benefit Plan Pension Services |
