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.

Transcript

Charles Schwab
Own Your Tomorrow

If 401(k) participants were all alike, helping them save for retirement would be easy.

But they’re not all alike. They’re unique. On different paths. Pursuing distinct passions.

Not surprisingly, each saves for their immediate financial goals and retirement in their own way.

We get that.

And that’s why we want you to get to know us. We foster participant engagement through a deep focus on developing relationships.

So our interactions with participants are more relevant to their life stage, personal situation, and retirement goals.

That means we take the time to understand what's going on in their lives.

When their job is new, we provide the tools to make it easier to start saving or to keep it up. With step-by-step, how-to information.

No matter what they’re expecting, we’re ready to help in a way that works for them.

Whether that’s saving for college…

…or getting advice

…for another kind of milestone.

And we update and remind them about their financial goals with friendly messages, in a way that works for them.

Participants have access to onsite workshops, online courses, and dozens of financial literacy tools.

Of course, not everyone needs a life-changing moment to act. Some are just real interested.

Or if we help them come to a sudden realization…

…They can find out what they want to know, when and how they want to know it.

Thanks to our mobile app and live chat.

Retirement progress report? Check. Ready to increase contributions? Done.

They can even get help with financial planning beyond their workplace retirement program from Schwab.

Our goal at Schwab Retirement Plan Services? To help participants take ownership of key life moments – and their financial futures.

So go ahead, connect with us.

We think it’ll be the start of a beautiful relationship.

We're here to help.

[End of transcript]

[DISCLOSURES]

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.

Mobile app requires a wireless signal or mobile connection.

“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 be paid by your retirement plan or Plan Sponsor.

Outcomes are not guaranteed.

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