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Services
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Choose the services you need. Administer your stock plan in-house with the assistance of Schwab.
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A completely outsourced solution with Schwab administering your entire plan for you.
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Benefits of Plan
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You maintain the control of administering your equity compensation plan in-house, while taking advantage of select Schwab products and services.
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- Decreased organizational stress
- Decreased organizational cost
- Increased resource availability
- Access to integrated technology solutions
- Access to stock plan professionals dedicated to you and your participants
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Web Tools
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Select the online tools that best fit your needs.
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An integrated solution consisting of all of our online resources—the sum is greater than the parts.
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Phone Service and Web Access
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Personalized service dedicated to you and your participants. Phone support available from 9am to 9pm ET, five days a week (24 hours / five days a week for international participants). Web support 24 hours / 7 days a week.
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Personalized service dedicated to you and your participants. Phone support available from 9am to 9pm ET, five days a week (24 hours / five days a week for international participants). Web support 24 hours / 7 days a week.
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Communication
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Proactive and consistent communication between you, your employees and Schwab.
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Proactive, customized communications between you, your employees and Schwab. You have input on the content of certain communications delivered to your employees.
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Account Set-Up
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Efficient and accurate account set-up process managed by dedicated Schwab Conversion and Administration Team.
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Efficient and accurate account set-up process managed by dedicated Schwab Conversion and Administration Team.
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Account Maintenance
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Schwab support for your account will be based on the specific needs of your plan.
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Your account will be managed by a team comprised of administration, operations and relationship management professionals. Your account will be reviewed on a regular basis.
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Employee Education
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Access to standard educational resources associated with your suite of Schwab products and services.
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Complete access to all Schwab educational channels: online resources, seminars, webinars, printed educational materials. Ability to customize particular education offerings for your employees.
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Advice
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Advice for participants—financial planning through their Schwab brokerage account.
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Advice for participants—financial planning through their Schwab brokerage account.
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Access
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Convenient, 24 hour access to all of your data and account information.
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Convenient, 24 hour access to all of your data and account information.
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