Tour the workplace participant website.

Tour the workplace participant website

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Charles Schwab
Own Your Tomorrow

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Charles Schwab

Workplace participant website

Schwab Retirement Plan Center page is displayed on a desktop monitor.

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Robust digital experience

Focus on retirement readiness

Convenient, secure access to key participant information and transactions

Clear calls to action to drive participant engagement

Cursor selects "Log in" button, which displays Account Details page.

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Latest in multi-factor authentication

Key information helps prompt action

Expandable detail and targeted notifications

Cursor selects "Contribution Type" tab, which displays different information on the same page. Next, monitor displays All Accounts page and cursor selects "All."

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All accounts in one view

Schwab and non-Schwab accounts in one dashboard

Monitor displays Account Details page again. Cursor clicks on expand button for "Need Investment Advice?" content card.

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Targeted messages

Data-driven to help participants take their next best step

Cursor next selects Learning Center in the top navigation menu. My Learning page opens, and cursor selects various options exploring the My Learning Center, including Schwab MoneyWise and videos.

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Learning Center

Broad range of resources address barriers to saving

Monitor switches to a laptop screen displaying the My Retirement Progress page.

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My Retirement Progress™

Interactive retirement readiness

Cursor selects Advice in top navigation menu, which displays a new page.

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Retirement plan advice

Provided by an independent registered investment advisor

Cursor selects My Account in top navigation menu, then My Profile and Contact Us.

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User-friendly navigation

Access to any page in one click.

Cursor selects "Chat with us" under Contact Us, and a message is typed out in the open window.

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A combination of people and technology

Call or chat

An array of screen sizes is shown, including computer, tablet, and smartphone.

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Responsive design

Optimized to any device

A shield icon is shown.

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Security Guarantee

Schwab will cover 100% of any losses in participant accounts due to unauthorized activity

To learn more, please read the full Security Guarantee at

Questions? Contact your Schwab Retirement Plan Services representative.

Schwab MoneyWise is provided by Charles Schwab & Co., Inc.

Not all features shown here are available to all plans and participants serviced by Schwab Retirement Plan Services.

The information contained herein is proprietary to Schwab Retirement Plan Services, Inc. (SRPS) and is for informational purposes only. None of the information constitutes a recommendation by SRPS. The information is not intended to provide tax, legal, or investment advice. SRPS does not guarantee the suitability or potential value of any particular investment or information source. Certain information presented herein may be subject to change. None of the information contained herein may be copied, assigned, transferred, disclosed, or utilized without the express written approval of SRPS and its affiliates.

Access to electronic services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.

The Schwab Workplace Retirement app requires a wireless signal or mobile connection. System availability and response times are subject to market conditions and your mobile connection limitations. Access may be limited or unavailable during some periods of peak demand, market volatility, systems upgrade, or for other reasons.

The My Retirement Progress™ percentage is calculated by Schwab Retirement Plan Services, Inc. (SRPS), based on estimated monthly income projections in retirement using savings and investment data and assumptions which include, but are not limited to, current retirement plan balance and savings rate, projected date of and estimated years in retirement, and an estimated retirement income goal which is based on 100% of annual before-tax salary less retirement plan contributions. SRPS then expresses the potential gap a participant may have between the estimated monthly income projection versus the income a participant may need in retirement as a percentage of income replacement. These projections are made available to the participant as part of the retirement plan recordkeeping and related services provided to the Plan Sponsor/Plan by SRPS. Projections and other information regarding the likelihood of various retirement income and/or investment outcomes are hypothetical in nature, do not reflect actual results, and are not guarantees of future results. Results may vary with each use and over time. The Peer Comparisons are calculated and based on data from SRPS' record kept corporate defined contribution and defined benefit plans. Not all plans may offer Peer Comparison. To obtain more information about how the percentage is calculated or to provide additional information that can impact My Retirement Progress calculations visit or call 800‐724‐7526.

At the Plan Sponsor's direction, participants may have access to advice services that can provide a retirement savings and investment strategy for their Plan account, furnished by an independent registered investment advisor ("Advisor"). The Advisor is not affiliated with or an agent of Schwab Retirement Plan Services, Inc. (SRPS); Charles Schwab & Co., Inc. (CS&Co.), a federally registered investment advisor; or their affiliates. Neither SRPS, CS&Co., nor their affiliates supervise, make recommendations with respect to, or take responsibility for monitoring the advice services provided to the participants by the Advisor.

The Charles Schwab Corporation provides services to retirement and other benefit plans and participants through its separate by affiliated companies and subsidiaries: Schwab Retirement Plan Services, Inc. and Charles Schwab & Co., Inc. ("Schwab", Member SIPC, Schwab Retirement Plan Services, Inc. is not a fiduciary to retirement plans or participants and only provides recordkeeping and related services. Brokerage products and services are offered by Charles Schwab & Co., Inc.

©2019 Schwab Retirement Plan Services, Inc. All rights reserved. (0319-92AE) (02/19)


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