All images presented here are for illustrative purposes only.
A desktop monitor appears, displaying the Schwab Retirement Plan Center page.
Robust digital experience
Focus on retirement readiness
Convenient, secure access to key participant information and transactions
Clear calls to action to drive participant engagement
Latest in multi-factor authentication
The client enters their login information and selects the “Log In” button. The screen then displays the Account Details page.
Key information helps prompt action
Expandable detail and targeted notifications
The cursor selects the "Contribution Type" tab, which displays different metrics about the client’s personal accounts. The display then navigates to the “All Accounts” page, and the client selects the “All” tab.
All accounts in one view
Schwab and non-Schwab accounts in one dashboard
After selecting the “All” tab, the monitor displays all of the client’s accounts. The cursor then selects the “Contribution Type” tab to navigate back to the Account Details page. The “Contribution Type” tab then displays the client’s individual account metrics again, and the cursor selects the "Need Investment Advice?" content card. The card expands to provide information about the different ways the client can ask for assistance.
Data-driven to help participants take their next step
The cursor selects “Learning Center” in the top navigation menu. The “My Learning” page opens, and the cursor selects various options exploring the My Learning Center, including Schwab MoneyWise® options and videos.
Broad range of resources address barriers to saving
The desktop monitor switches to a laptop screen displaying the My Retirement Progress™ page. The page scrolls down to show different features of the page.
My Retirement Progress™
Retirement readiness gap analysis
Cursor selects the “Advice” tab in the top navigation menu, displaying a new page.
Retirement plan advice
Provided by an independent registered investment advisor
The cursor selects the “My Account” tab, the “My Profile” tab, and the “Contact Us” tab in the top navigation menu, each displaying the different options that tab provides.
Access any page with one click
The cursor selects "Chat with Us" under the “Contact Us” tab, and a Live Chat pop-up message appears. The client types out “How much can I contribute to my 401(k).”
A combination of technology and people
Call or chat
A computer, a tablet, and a smartphone appear, all displaying different pages of the workplace participant website.
Optimized for any device
A shield icon containing a padlock appears alongside text.
Schwab will cover 100% of any losses in participant accounts due to unauthorized activity
Questions? Contact your Schwab Retirement Plan Services representative.
Schwab MoneyWise is provided by Charles Schwab & Co., Inc.
Not all features shown here are available to all plans and participants serviced by Schwab Retirement Plan Services.
The information contained herein is proprietary to Schwab Retirement Plan Services, Inc. (SRPS) and is for informational purposes only. None of the information constitutes a recommendation by SRPS. The information is not intended to provide tax, legal, or investment advice. SRPS does not guarantee the suitability or potential value of any particular investment or information source. Certain information presented herein may be subject to change. None of the information contained herein may be copied, assigned, transferred, disclosed, or utilized without the express written approval of SRPS and its affiliates.
Access to electronic services may be limited or unavailable during periods of peak demand, market volatility, systems upgrades, maintenance, or for other reasons.
The Schwab Workplace Retirement app requires a wireless signal or mobile connection. System availability and response times are subject to market conditions and your mobile connection limitations. Access may be limited or unavailable during some periods of peak demand, market volatility, systems upgrades, or for other reasons.
The My Retirement Progress™ percentage is calculated by Schwab Retirement Plan Services, Inc. (SRPS) based on estimated monthly income projections in retirement using savings and investment data and assumptions which include, but are not limited to, current retirement plan balance and savings rate, projected date of and estimated years in retirement, and an estimated retirement income goal which is based on 100% of annual before-tax salary less retirement plan contributions. SRPS then expresses the potential gap a participant may have between the estimated monthly income projections versus the income a participant may need in retirement as a percentage of income replacement. These projections are made available to the participant as part of the retirement plan recordkeeping and related services provided to the Plan by SRPS. Projections and other information regarding the likelihood of various retirement income and/or investment outcomes are hypothetical in nature, do not reflect actual results, and are not guarantees of future results. Results may vary with each use and over time. The Peer Comparisons are calculated and based on data from SRPS’ record-kept corporate-defined contribution and defined benefit plans. Not all plans may offer Peer Comparison. To obtain more information about how the percentage is calculated or to provide additional information that can impact My Retirement Progress calculations, visit workplace.schwab.com or call 800-724-7526.
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.
The Charles Schwab Corporation provides services to retirement and other benefit plans and participants through its separate but affiliated companies and subsidiaries: Charles Schwab Bank; Charles Schwab Bank, SSB; Charles Schwab & Co., Inc.; and Schwab Retirement Plan Services, Inc. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Member SIPC, www.sipc.org). Schwab Retirement Plan Services, Inc. is not a fiduciary to retirement plans or participants and only provides recordkeeping and related services.