Schwab's professional enrollment and education specialists can bring our vast investor education resources directly to plan participants through on-site seminars or webcasts.

• Available in English or Spanish
• Customized to reflect plan policies and enrollment materials
• Address a wide spectrum of topics, including retirement planning, mutual fund investing, self-directed brokerage accounts and more.
• May be held on-site, online or in local Schwab Investor Centers.

Customizable enrollment books.
You can create enrollment books that are specific to clients' plans, including key plan provisions such as vesting schedules and eligibility information, as well as mutual fund profile sheets for core funds. Books may also include additional pages, such as retirement planning worksheets, an investor questionnaire and details about savings beyond a company retirement plan.

Local support.
Schwab's nationwide network of Investor Centers is staffed by noncommissioned investment professionals. At these centers, participants can obtain financial information, meet individually with a Schwab Investment Specialist to discuss their personal investment needs or attend seminars on a variety of financial topics.