Solid & Transparent

A service scorecard provides accountability you can count on. 40+ metrics offer measurability you can see. That's how we roll. Wow & Wowzer.

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Schwab Retirement Plan Services provides expert services and support for 401(k) plan management. But how do we stay accountable? By building transparency into every step along the way.

Service scorecard

Our service scorecard tracks responsiveness, issue resolution times, and satisfaction rates. So you can easily monitor our performance with clear visibility into how we’re supporting your plan and your people.

Plan Health Dashboard

Our Plan Health Dashboard offers an at-a-glance overview of 40+ key metrics so you can always see how well your 401(k) is performing. At a moment’s notice, get insights into participation rates, contribution levels, account balances, and more.

Annual reviews

Our collaborative annual reviews look at your plan’s goals and benchmarks. This is a chance to refine your approach in real time, see what's working well, and make any necessary course corrections.

Hello. My name is Loredana Morosanu and I'm a Director of Strategic Relationships at Schwab Retirement Plan Services. In 2003, I moved to the US from Romania. Since then, I've been using my skills to do work I love, helping people make a difference in their financial futures. First, I want to understand your business model, your priorities, and the kind of relationship you want to have with us. Learning how we can best work together to help participants is at the core of my role. Second, I'll work with you to help support the fiduciary functions of our shared client. At Schwab Retirement Plan Services, we provide access to a broad array of content and resources that may be relevant to plan sponsors with their fiduciary duties.

And last, but just as important, I'll keep you current in our company updates and our strategic initiatives. I believe a successful business relationship starts with strong communication. I'm always looking for feedback on how we can help better serve you. It's important for people to make informed decisions, so they can feel confident and prepare for what lies ahead. I look forward to learning more about your organization and working together to help your clients' participants with their financial futures.
Video Transcript

Badabing & Badaboom

Hello. My name is Loredana Morosanu and I'm a Director of Strategic Relationships at Schwab Retirement Plan Services. In 2003, I moved to the US from Romania. Since then, I've been using my skills to do work I love, helping people make a difference in their financial futures. First, I want to understand your business model, your priorities, and the kind of relationship you want to have with us. Learning how we can best work together to help participants is at the core of my role. Second, I'll work with you to help support the fiduciary functions of our shared client. At Schwab Retirement Plan Services, we provide access to a broad array of content and resources that may be relevant to plan sponsors with their fiduciary duties.

And last, but just as important, I'll keep you current in our company updates and our strategic initiatives. I believe a successful business relationship starts with strong communication. I'm always looking for feedback on how we can help better serve you. It's important for people to make informed decisions, so they can feel confident and prepare for what lies ahead. I look forward to learning more about your organization and working together to help your clients' participants with their financial futures.

"I work to keep you current on our company updates & strategic initiatives and provide access to a broad array of content & resources that may be relevant to plan sponsor fiduciary duties."

– Loredana Morosanu

Insights you can count on

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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.
"We" and "our" refer to Schwab Retirement Plan Services, Inc. throughout this web page, unless otherwise noted. "Schwab" refers to Charles Schwab & Co., Inc.

©2024 Schwab Retirement Plan Services, Inc. All rights reserved.
 

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Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or any of its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested

Outcomes are not guaranteed.

Workplace Financial Services is a business enterprise which offers products and services through Schwab Retirement Plan Services, Inc.; Schwab Stock Plan Services; and Designated Brokerage Services. Schwab Retirement Plan Services, Inc., provides recordkeeping and related services with respect to retirement plans. Schwab Stock Plan Services is a division of Charles Schwab & Co., Inc. providing equity compensation plan services and brokerage solutions for corporate clients. Schwab Designated Brokerage Services (DBS), a division of Charles Schwab & Co., Inc., provides technology solutions for corporate clients with regulatory requirements to monitor employee security transactions.  Schwab Retirement Plan Services, Inc., and Charles Schwab & Co., Inc. ("Schwab")(Member SIPC) are separate but affiliated entities, and each is a subsidiary of The Charles Schwab Corporation.

Through its operating subsidiaries, The Charles Schwab Corporation provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors as well as provides services to retirement and other benefit plans and participants. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC, sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice. Its banking subsidiaries, Charles Schwab Bank, SSB and Charles Schwab Premier Bank, SSB (Members FDIC and an Equal Housing Lenders), provide banking and lending services and products; Charles Schwab Trust Bank (Member FDIC), provides trust, custody, and deposit products and services. Its recordkeeping subsidiary, Schwab Retirement Plan Services, Inc., provides recordkeeping and related services. What we share here to help support you, your employees, your plan, and your participants represents the broad range of products and services available through The Charles Schwab Corporation and its operating subsidiaries. This includes access to brokerage, banking, trust, and recordkeeping services to help respond to needs that may exist within or beyond your retirement plan.

The Charles Schwab Corporation provides services to retirement and other benefit plans and participants through its separate but affiliated companies and subsidiaries: Charles Schwab Trust Bank, Member FDIC, and Charles Schwab & Co., Inc., Member SIPC. Trust, custody, and deposit products and services are offered by Charles Schwab Trust Bank. Brokerage products and services are offered by Charles Schwab & Co., Inc. Schwab Retirement Technologies, Inc. ("Schwab RT") is engaged in developing and licensing proprietary retirement plan recordkeeping systems to independent third-party administrators.

© 2024 The Charles Schwab Corporation. All rights reserved. (0522-225N)