Overview

We believe that retirement planning isn’t just about saving for the future. It’s about giving employees access to the guidance they need to take full ownership of their finances & prepare for the milestones ahead. We prioritize the individual—their unique financial needs, feelings, and behaviors—to support informed decision-making. By working closely with consultants, we help employers design plans aligned with business & employee objectives. We combine Schwab’s decades of financial planning experience with a flexible approach that helps sponsors and participants tap into the resources they need to stay engaged. • Easily accessible & deep expertise to support each plan and every participant • Individualized services to help address diverse financial needs • Access to a broad range of solutions to help employees & plan sponsors work toward their goals “Schwab” refers to Charles Schwab & Co., Inc. Schwab Retirement Plan Services, Inc. and Charles Schwab & Co., Inc. are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Member SIPC, sipc.org). The Charles Schwab Corporation does not endorse third-party comments. For additional information and disclosures, please visit aboutschwab.com/social-media-at-schwab. Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose Value This profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents. Trust, custody, and deposit products and services are available through Charles Schwab Bank and Charles Schwab Trust Bank, Members of FDIC. “We” and “our” refer to Schwab Retirement Plan Services, Inc. Schwab Retirement Plan Services, Inc. is not a fiduciary to retirement plans or participants and only provides recordkeeping and related services. ©2023 Schwab Retirement Plan Services, Inc. All rights reserved. 0523-3CHH