Music plays.
Onscreen text:
The Plan Health Dashboard: Trends
One by one, 15 white tiles appear and flip over to show videos of people doing different things, such as skydiving, petting a shark, playing basketball, juggling four balls, riding in a rodeo, dancing, etc.
Male narrator: One of the great things about your employees is that they're all unique. They each have their own interests, personality, background, and goals. One thing they have in common? Your retirement plan.
The tiles flip over, and each shows a different "Trends" graph. On most of the graphs, the points move from the X-axis up to their correct coordinates; the lines connecting the points move with the points.
Narrator: And through a unique tab in the Plan Health Dashboard, called "Trends," you have access to data that can help you identify employee engagement patterns within your plan and help you see if employees are headed in the right direction.
The view zooms in on the "Beneficiary elections" tile. The points, which were still resting along the x-axis, move to their correct coordinates, and form three different lines. Each line is a different color that corresponds to the key under the graph.
Narrator: For example, you can view the impact of that email you sent reminding participants to name a beneficiary for their 401(k), then use that information to help you decide on next steps.
The view moves to the "Engaged digitally" tile. A blue line is already graphed, but then green dots move up into position, and a green line forms.
Narrator: You can also check to see if the incentive you offered participants for downloading the Schwab Mobile app has paid off. And if participants are using it the way you hoped they would.
The view moves to the "Contributing YTD" tile. The points move from the x-axis up to their correct positions, forming a line with many peaks and valleys.
Narrator: "Trends" can even provide you with up to five years of participant contribution data to help you determine if your plan needs to be adjusted.
The view pulls back to again show all 15 tiles.
Narrator: You can learn a lot from the data in "Trends." Use the insights to evaluate your plan and help participants keep moving toward the goals that are important to them—and to you.
The tiles begin to flip over, and the view pulls back to reveal that the tiles are on a laptop screen, with the keyboard visible below it. The tiles again show the videos of people skydiving, petting a shark, playing basketball, etc.
Narrator: You might just find that, even with all their differences, your employees are a little more alike than you thought.
The tiles flip over and fade to white.
Onscreen text:
Reach out to your Schwab Retirement Plan Services representative to learn more and schedule a demo.
Narrator: Reach out to your Schwab Retirement Plan Services representative to learn more and schedule a demo.
Music fades. Brand music plays.
Onscreen text:
[Charles Schwab logo]
Own your tomorrow®
The laptop closes.
Onscreen text:
Schwab Retirement Plan Services, Inc. created this communication for retirement plan sponsors and retirement plan consultants, advisors, and other retirement plan service providers and fiduciaries only. Schwab Retirement Plan Services, Inc. is not a fiduciary to retirement plans or participants and only provides recordkeeping and related services.
At the direction of the Plan Sponsor, or Plan Administrator, Participants may have access to advice services that can provide Participants with 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.
For illustrative purposes only. Screenshots are historical in nature. All screenshots are for illustrative purposes only.
©2025 Schwab Retirement Plan Services, Inc. All rights reserved. CC11559285 (1224-8MV5)