Traci M. Stahl
Traci Stahl is Chief Operating Officer for Schwab Workplace Financial Services. In this role, she manages the recordkeeping transformation strategy and operations office, providing high level oversight of the continued modernization of the retirement recordkeeping platform and supporting technology to further maximize value to sponsors, participants and consultants. Stahl also leads conversations with existing and prospective clients regarding current and future capabilities and experiences relating to technology. This includes providing support through focused efforts in the large/mega market and determining solutions on complex services for clients and consultants.
In prior roles at Schwab, Stahl gained extensive knowledge in addressing retirement plan administrative and recordkeeping matters, interpreting plan documents, assisting others in understanding the Internal Revenue Code and ERISA regulations, and in reviewing and consulting on plan design and compliance. These roles included improving the participant and plan sponsor experience, supporting projects to improve business processes, and mentoring and managing colleagues.
Prior to joining Schwab in 1996, Stahl worked at Key Bank managing client relationships in the complex retirement plan market.
Stahl graduated with honors from Ohio University, earning a Bachelor of Business in human resources, and graduated from Baldwin Wallace University with a Master of Business.