Online investment management tools* can put plan asset information and powerful functionality at your fingertips, helping you save time and potentially reduce plan costs.

Reports when you want them
Through standard and customized report templates, you can generate reports of plan holdings, transactions, search results and asset performance.

• Screen, monitor and more
• Additional tools will help enable you to:
• Perform your own fund screenings
• Monitor performance
• Rebalance investments automatically
• View plan holdings and transactions
• Access online and live technical support

*Services provided by InvestorForce, Inc.

Investment information and services offered through this service are to be provided through contract with Investor Force Securities, Inc., member NASD, and Investor Force, Inc.

Schwab Retirement Plan Services, Inc. and its affiliates ("Schwab") are not affiliated with Investor Force Securities, Inc. or with Investor Force, Inc. Investor Force Securities, Inc. and Investor Force, Inc. are independently owned and operated. Schwab neither endorses nor recommends any particular investment strategy.

Securities products are to be offered by Investor Force Securities, Inc., Member NASD, and/or its affiliates, with the exception of the mutual funds available through Charles Schwab & Co., Inc, member SIPC and collective trust funds of The Charles Schwab Trust Company. Past performance is no indication of future results. Principal value and investment returns will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost.