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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.
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