Helping participants take ownership of key life moments—and their financial futures

If 401(k) participants were all alike, helping them save for retirement would be easy. But they’re not all alike. Not surprisingly, each saves for their immediate financial goals and retirement in their own way. We get that.

Schwab Retirement Plan Services, Inc. (Schwab Retirement Plan Services) created this communication for retirement plan sponsors and retirement plan consultants, advisors, and other retirement plan service providers and fiduciaries only. Schwab Retirement Plan Services, Inc. is not a fiduciary to retirement plans or participants and only provides recordkeeping and related services.

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"Schwab" refers to Charles Schwab & Co., Inc.

Please be aware that brokerage products and services provided by Charles Schwab & Co., Inc. (CS&Co.) (Member SIPC) through Schwab branches are separate and distinct from the services offered through your retirement plan serviced by Schwab Retirement Plan Services, Inc. Any fees incurred for non-plan related CS&Co. products or services provided by the Schwab branches will be incurred by the individual investor and not paid by your retirement plan or Plan Sponsor.

© 2016 Schwab Retirement Plan Services, Inc. All rights reserved.

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