Gentle acoustic guitar music plays throughout.
Onscreen text: How's your plan doing? The Plan Health Dashboard can tell you.
Male narrator: How's your plan doing? The Plan Health Dashboard can tell you.
One by one, video tiles flip into view. They show life moments, such as a young couple near the Eiffel Tower, a plumber repairing a sink, a "For Sale" sign in front of a house, and the like.
Narrator: Your plan is so much more than a way for employees to save for retirement. It gives them access to numerous resources to help with budgeting for unexpected expenses, balancing day-to-day financial needs, and working toward goals of all sizes.
The tiles flip, and each shows a different dashboard label and data set, some with animated graphs.
Narrator: So it's important to know if employees are engaged with your plan and are taking advantage of features that help them make the most of their efforts. With the Plan Health Dashboard, you have those critical insights.
The image zooms in on a tile labeled "Contributing YTD." One by one, certain data points on the tile enlarge and shrink back.
Narrator: For example, you can see who's participating in your plan—and if you're hitting your objectives.
The view shifts to a tile labeled "Beneficiary elections" . . .
Narrator: You can learn which plan features are driving engagement . . .
. . . and then moves to a tile labeled "Auto savings increase utilization." On each of these two tiles, a data point enlarges and then returns to size.
Narrator: . . . and which ones you might need to ramp up your communication about.
Tiles labeled "Engaged digitally" and "Engaged call center" become the focus, and on these, too, data points enlarge and then return to size.
Narrator: You can even find out where employees go for support . . .
The view then briefly shifts to three other tiles, each with an animated line graph.
Narrator: . . . and check out how your plan has trended over time.
The view pulls back to show over 40 tiles, each with a different label and data set.
Narrator: There are over 40 key metrics to help guide you with nearly every decision you have to make about your plan.
A yellow star appears on each of about a dozen tiles to indicate the tiles that are "crucial."
Narrator: Review all the metrics, or just keep tabs on the ones most crucial to you.
The view transforms to a laptop screen, and the tiles flip to again show videos of life moments.
Narrator: See all that the Plan Health Dashboard can tell you about your participants and your plan.
The tiles flip, fade to white, and are replace by text.
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.
Guitar music stops.
Brand music plays.
The Charles Schwab logo appears.
Onscreen text:
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.
©2024 Schwab Retirement Plan Services, Inc. All rights reserved. (0724-0CGV)