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| Welcome to Schwab | Retirement Plan Services | Stock Plan Services | Designated Brokerage | Third Party Administrators |
Stock Plan Services
Schwab continually invests in developing the most advanced technology solutions in the financial services industry and we back up our products with personalized service from experienced stock plan professionals.
Keith Morgan, Director Product Management
All of our Web-based solutions are built with plan administrators and participants in mind. They set a standard for intuitive design.
EquiView provides clients with a comprehensive stock plan recordkeeping and financial reporting system. Developed with an intuitive, user-friendly design, the flexibility that EquiView offers will ensure that your equity compensation plan is equipped to handle challenges, both today and in the future.
Designed to help stock plan administrators meet the challenges of an increasingly regulated environment. Real-time reporting capabilities allow you to manage your stock plan with greater confidence, convenience and control. Provides a secure exchange of employee equity award information between stock plan administrators and Schwab.
Streamline Sarbanes-Oxley reporting with Section 16 Center—a specialized web-based tool backed by personal service. Allows you to track and manage holdings for all of your Section 16 reporting individuals.
Enables you to review our service standards and measure our performance on a continuous basis. Provides transparency into our process and affirms Schwab's resolve to set the industry standard for customer service.
Participant Web site featuring educational materials, modeling tools and transactional capabilities for all equity awards. Designed to help your employees understand and take full advantage of their equity awards.
Enables your employees to view all of their Schwab accounts (account information) in one convenient location.
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.