Participants can see the rewards of company loyalty when they receive their comprehensive, easy-to-read statements that spell out the details of their:

• Accrued benefits
• Estimated Social Security benefits
• Projected benefits

Two plans, one statement
If Schwab provides recordkeeping services for both your defined benefit and defined contribution plans, our statement will recap both accounts—providing a comprehensive retirement picture. Participants can also elect to receive e-Statements directly via secure email.