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| Welcome to Schwab | Retirement Plan Services | Stock Plan Services | Designated Brokerage | Third Party Administrators |
Stock Plan Services
Crispin Hanshaw, Sales Director, Stock Plan Services
Your Schwab team has met some of the most rigorous standards in the industry, including:
From set-up and conversion through day-to-day management and employee education, your Schwab team brings a wealth of knowledge and expertise to help you overcome the challenges you face.
Our clients choose Schwab because of the superior service we provide. We document and publish our service levels, offering transparency to our business partners. We commit to service levels in writing and verify them monthly.
Partners with your staff as the single point of contact for day-to-day service. You will have a main contact responsible for your administration, but you will also have the support of the entire Schwab Administration Team.
Integrates your plan into Schwab's platform and trains your staff to utilize Schwab's technology.
Based on the requirements of your plan, you will be supported by a dedicated Relationship Manager, backed by the entire Relationship Management Team.
Assists your employees with plan questions, exercises, taxes and educational seminars.
Works with plan sponsors to develop and deliver a tailored participant education program, designed to address your participants’ specific needs.
Helps your executives comply with regulations, understand their complex benefits and incorporate benefits into their overall financial plan.
Processes and settles stock option exercises and restricted stock trades for your employees, and reports account data.
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.
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The Charles Schwab Corporation (Charles Schwab) provides services to retirement and other benefit plans and participants as well as equity compensation plan services and other financial and retirement services to corporations and executives through its separate but affiliated companies and subsidiaries, Schwab Retirement Plan Services, Inc.; The 401(k) Companies, Inc. and its subsidiaries; Charles Schwab Trust Company, a division of the Charles Schwab Bank; and Charles Schwab & Co., Inc. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Member SIPC). Deposit and lending products and service are offered by Charles Schwab Bank, member FDIC and an Equal Housing Lender.