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Hi, I'm Catherine Golladay. I'm the managing director and head of workplace financial services. I've been here 25 years, and I have enjoyed every single one of them. At Schwab Retirement Plan Services, we serve employers and their employees, helping them prepare for retirement. It's a wonderful place to work. You get to see firsthand the changes that you're making in someone's life. It's so rewarding. We see things through clients' eyes. We put them really at the center of everything we do, innovating on their behalf and serving their needs, and we get to have a lot of fun along the way.
We are completely committed because we know how important it is to help plan sponsors and the consultants that serve them, just make the best retirement plan that they can and helping them solve their problems. Consultants can expect that we are going to deliver exceptional service to their clients. It's really how we show up every day, with a service heart and just a willingness to go the extra mile. What a powerful feeling to know that you're helping people and their family as they're thinking about preparing for retirement. It's a humbling experience, but it's so gratifying. We are committed and passionate about the people that we serve.
Workplace Trends with Catherine Golladay
Catherine Golladay, Managing Director of Workplace Financial Services, has worked at Schwab since 1996. Today, in addition to leading Workplace Financial Services, she also serves on Charles Schwab's Executive Committee.
In her role, Golladay is responsible for three business supporting employers and their employees: Compliance Solutions, Schwab Retirement Plan Services, and Schwab Stock Plan Services. Collectively, these businesses serve 4,000 workplace plans representing approximately $300 billion in client assets and more than two million individuals.
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Retirement plan resources
Retirement plan resources from experienced professionals
What's the key to creating insightful content? Having an incredible team.
Nathan and Loredana
Build your knowledge base with content from Schwab Retirement Plan Services team members Nathan Voris and Loredana Moresanu.
Voris brings 20+ years of experience in the financial services and retirement plan industries to his position as Director of Investments, Insights, and Consultant Services at Schwab Retirement Plan Services.
Moresanu is a Director of Strategic Relationships at Schwab Retirement Plan Services and dedicates every day to helping people make a difference in their financial futures.
Why an HSA should be part of your financial routine.
Four ways to raise the bar on a DC plan.
Investment trends in 401(k) plans offer a few surprises.
News and reports about retirement plans and investing.
News and reports
What's happening in the world of retirement plans and investing? Let's find out. Stay up to date on important happenings and keep up with current events.
Washington news and investment indicators
The latest from Washington
Take a look at the latest summary from Michael Townsend who takes us through this quarter's legislative and regulatory news.
Schwab Self-Directed Brokerage Account Indicators
Every quarter, we gather key investment statistics and profile information on employees investing in the Schwab Personal Choice Retirement Account®.1
401(k) Plan Information and Resources
Schwab 401(k) Participant Survey Results
Every year, we conduct a nationwide survey of 401(k) plan participants. Our most recent survey revealed a sharp increase in confidence and demand for financial advice.
More information about our offerings
Insights you can use—starting now.
Like analytics? We've got you. Our plan analytics tool allows you to quickly see where your plan stands and how your participants are doing.
Dive in to Plan Analytics >
Need a hand with support? Our service guide shows how we support plan sponsors and participants through technology and resources.
Explore our Service Guide >
Why is an HSA important? HSAs have the potential to build long-term savings as well as provide health savings. Learn about ways to educate your participants on this important topic.
Close the HSA Knowledge Gap >
Security is critical. To protect your sensitive plan data and participants' plan assets, we maintain rigorous cybersecurity and fraud-prevention controls.
See how you're protected with Cybersecurity >
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