Schwab can help you offer clients and prospects a desirable combination of services to safeguard plan assets and meet fiduciary obligations.

Superior customer service.
Our dedicated client service teams are on call to answer your questions via phone or email regarding accounts, investments, technical issues and all other aspects of trustee and custodial functions. Schwab Client Relationship Managers, located across the country, will work with you to ensure that you and your Plan Sponsors receive the highest level of service.

A choice of services.
You can select comprehensive custody or trustee services through Charles Schwab Trust Company (CSTC), a division of Charles Schwab Bank, or a tailored package of custody services through Charles Schwab & Co., Inc., the registered broker-dealer For optimal flexibility and convenience, we can provide the following standard functions for both trustee and custody services:

• Holding and safeguarding of plan assets
• Execution of investment instructions
• Collection of dividend and interest income
• Receipt and recording of contributions
• Making lump-sum distributions, hardship withdrawals, scheduled pension payments and loans to participants
• Access to the Schwab Personal Choice Retirement Account^® (PCRA)