Schwab's award-winning technology streamlines plan administration for you and provides unprecedented access to information for both you and your clients.

We leverage our technology to form a seamless link between your Plan Sponsors and Schwab. And our ongoing commitment to developmental resources ensures that our systems will continue to keep pace with your future needs. Through Schwab, you have the advantages of:

• A web-based delivery platform. Connects your recordkeeping software with Schwab to give you a continuous flow of timely plan data and daily trading information.
• Late-Day / Same Day trading. Schwab gives you the means to offer one of the largest selections of Late- Day/Same-Day Exchange mutual funds available—potentially enabling participants to execute buy and sell transactions in a single day.
• A robust TPA website. Stay informed about industry developments with daily news postings, information, operations and customer service alerts. Here, you can also email support specialists, access electronic forms and review mutual fund availability.
• Schwab Retirement Technologies™ software. This software can enhance your competitive position by reducing cost, integrating reconciliation and reporting for an SDBA, enabling same-day exchanges, providing automated distribution processing and more.
• 401kTools participant website. Link participants from your Web site to timely fund and market information, education and planning tools to provide an enriched online experience for participants.
• Electronic SDBA account opening. Our PCRA Web site streamlines your backend PCRA operations by creating a paperless participant enrollment and education process. The site can enable you to expedite the PCRA enrollment process by eliminating the need to manually process PCRA forms.