If you offer both defined benefit and defined contribution plans, Schwab can integrate plan services to help you achieve time and cost efficiencies and enhance the participant experience.

• Advantages for your plan
• Streamlined plan operation and reporting
• An integrated service structure
• A single point of contact for both plans

• Advantages for your participants
• Communications and education tools that combine information for both plans
• A single account statement, website and voice response system that deliver a comprehensive picture of participants' retirement benefits
• On-site participant seminars conducted by Retirement Plan Specialists familiar with your plans
• Supplemental education materials to help employees increase their investment knowledge