Charles Schwab: Stock Plan Services: Administrators: Custom Stock Grant Management

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A closer look: the benefits of outsourcing your stock plan

You and your employees will immediately recognize the value of your relationship with Schwab. Whether you outsource specific functions or take advantage of our full plan administration capabilities, we will work with you to build a comprehensive solution which addresses your unique needs.

Below you will see a brief comparison of partially outsourced, co-sourced and fully outsourced plan services.

Issue	Partially Outsourced Plan	Co-Sourced Plan	Fully Outsourced Plan
Services	Choose the services you need. Administer your stock plan in-house with the assistance of Schwab.	Shift the management of certain functions to Schwab, including core plan recordkeeping and reconciliation of stock plan activity; report generation, scheduling and distribution; and participant statements and confirmations.	A completely outsourced solution with Schwab administering your entire plan for you.
Benefits of Plan	You maintain the control of administering your equity compensation plan in-house, while taking advantage of select Schwab products and services.	You benefit from the consultative guidance of stock plan representatives who understand current and emerging regulations, monitoring and reporting challenges, and the demands of the plan administrator’s role.	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
Web Tools	Select the online tools that best fit your needs.	An integrated solution consisting of all of our online resources—the sum is greater than the parts.	An integrated solution consisting of all of our online resources—the sum is greater than the parts.
Phone Service and Web Access	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.	Personalized service dedicated to you and your participants. Phone support available from 9 am to 9 pm ET, five days a week (24 hours / five days a week for international participants). Web support 24 hours / 7 days a week.	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.
Communication	Proactive and consistent communication between you, your employees and Schwab.	Proactive, customized communications between you, your employees and Schwab. You have input on the content of certain communications delivered to your employees.	Proactive, customized communications between you, your employees and Schwab. You have input on the content of certain communications delivered to your employees.
Account Set-Up	Efficient and accurate account set-up process managed by dedicated Schwab Conversion and Administration Team.	Efficient and accurate account set-up process managed by dedicated Schwab Conversion and Administration Team.	Efficient and accurate account set-up process managed by dedicated Schwab Conversion and Administration Team.
Account Maintenance	Schwab support for your account will be based on the specific needs of your plan.	Schwab support for your account will be based on the specific needs of your plan.	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.
Employee Education	Access to standard educational resources associated with your suite of Schwab products and services.	Access to standard educational resources associated with your suite of Schwab products and services.	Complete access to all Schwab educational channels: online resources, seminars, webinars, printed educational materials. Ability to customize particular education offerings for your employees.
Advice	Advice for participants—financial planning through their Schwab brokerage account.	Advice for participants—financial planning through their Schwab brokerage account.	Advice for participants—financial planning through their Schwab brokerage account.
Access	Convenient, 24 hour access to all of your data and account information.	Convenient, 24 hour access to all of your data and account information.	Convenient, 24 hour access to all of your data and account information.

Co-Sourced Administration

Whether you choose to completely outsource your administration to Schwab or retain certain functions in-house, Schwab Co-Sourced Administration makes it easy to build the right solution for your company.