Schwab Retirement Plan Services

Employees expect a lot from their retirement plan. We can help you deliver by offering the expertise and exceptional service you and your employees deserve. Each employee will have the resources and ongoing support they need to meet the moment and make progress toward their goals. We work closely with consultants and employers to turn our decades of financial planning expertise into plan designs that fit your company vision and the needs of your team. • For employers: A competitive benefits package that goes beyond retirement with professional guidance to support employees’ full financial well-being • For employees: A clear picture of their overall financial health, easy-to-find answers, and actionable resources to address their unique needs and broader financial goals—retirement or otherwise Because retirement is just one piece of the financial puzzle. We’re here for the whole thing. “Schwab” refers to Charles Schwab & Co., Inc. “We,” “us,” and “our” refer to Schwab Retirement Plan Services, Inc. The Charles Schwab Corporation provides services to retirement and other benefit plans and participants through its separate but affiliated companies and subsidiaries: Charles Schwab Trust Bank; Charles Schwab & Co., Inc.; and Schwab Retirement Plan Services, Inc. Trust, custody, and deposit products and services are available through Charles Schwab Trust Bank, Member of FDIC. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Member SIPC, www.sipc.org). Schwab Retirement Plan Services, Inc. is not a fiduciary to retirement plans or participants and only provides recordkeeping and related services. Social Media Disclosures: https://www.aboutschwab.com/social-media ©2024 Schwab Retirement Plan Services, Inc. All rights reserved. 0924-KZVZ