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Your expertise. Our unique support. You've elected to concentrate
on what you do best. But for Plan Sponsors who want the convenience of
a complete retirement plan service, your "best" may need extra support—
an alliance with Charles Schwab. Our goal is to help you meet—and exceed—the
escalating expectations and demands of Plan Sponsors with unique, value-added
products, services and technology.
An alliance partner you can trust.
You want a partner who will work on the same side of the desk, teaming
with you to achieve your long-term goals. At Schwab, we prefer working
collaboratively, creating solutions jointly. It stems from our 25-year
tradition of placing client needs first. Our corporate culture emphasizes
an uncompromising commitment to our clients' goals. It's one of the attributes
that has set us apart from other firms and gained us a reputation for
objective client service.
Giving you a competitive edge.
An alliance with Schwab pairs your consulting and administrative expertise
with our investment, technology, participant education and trustee services.
Such an alliance can bring your business many advantages. You can:
- Focus on your strengths. We develop and share with you tools
and services that may be costly to build independently, freeing you
to devote vital resources to your core business.
- Expand your service offering. You are strategically positioned
to offer a superior combination of investment choices, research, tools
and ways to trade.
- Leverage our technology. By teaming with a recognized leader
in financial technology, you can orchestrate and deliver comprehensive
packages of services with ease.
- Add credibility. To our alliances, we bring worldwide brand
recognition, a formidable reputation in the investment industry and
the expertise that stems from providing trust and custody services
to more than $100 billion in retirement assets.
- Team with dedicated specialists. Work with some of the industry's
most conscientious financial specialists who are focused on your success
and committed to helping you leverage the power of Schwab resources.
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