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

RPS Participant Experience Video

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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]

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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.

Contact

  • Talk with Schwab Retirement Plan Services, Inc. about your options.