Retirement Bulletin™ Spring 2019
Charles Schwab

Think you know Millennials?

PLANSPONSOR interviews Nathan Voris, Managing Director, Schwab Retirement Plan Services, where he offers some strategic insights that may change you current perceptions of millennials. Watch here.

Research and Thought Leadership

Equity Compensation Plan Participant Survey
"In a recent survey by Schwab Stock Plan Services (SPS), “three-quarters of respondents believe that equity compensation is a very important or even essential benefit.” But are employees depending on this benefit a little too much? Click here for the survey findings.

What's your decision-making bias?
Each day we’re faced with seemingly humdrum decisions that reflect subconscious biases — and shape our personal, professional, and financial futures. Take this short test to learn about your biases and start translating your habits into sounder financial choices.

Learn more about Financial Wellness
Get new insights in our latest articles on Financial Wellness featuring comments from Catherine Golladay and Nathan Voris. Click here to find these and other articles, white papers and infographics all in one place to help expand your information resources.

Regulatory and Legislative

Washington Update
Read the spring update from Washington from Mike Townsend.

Corporate News

How we safeguard financial data
Schwab understands the importance of keeping highly-sensitive plan information secure from threats. Read here to learn about our long-term commitment to data security.

Practice Management

Financial Decoder, an original podcast from Charles Schwab
Host Mark Riepe, head of the Schwab Center for Financial Research, looks at how cognitive and emotional biases can have a big impact on investors’ lives. Each episode of Financial Decoder looks closely at one financial decision—and the biases that might cloud judgment and cost money and shares strategies designed to improve the way investors approach financial crossroads.

Events and Education

NAPA 401(k) Summit1
April 7-9, 2019
Caesar’s Palace
Las Vegas, NV

NIPA Annual Forum & Expo¹
April 28-May 1, 2019
Loews Coronado Bay Resort
San Diego, CA

SBEN Annual Education Conference1
May 1-3, 2019
The W Hotel, Buckhead
Atlanta, GA

SouthWest Benefits Association 44th Annual Conference1
May 22-24, 2019
The San Luis Resort
Galveston, TX

1. You will be accessing a third-party website. Schwab Retirement Plan Services, Inc. (SRPS) has not reviewed the sites referenced herein and is not responsible for the content of any off-site pages or any other linked sites. No judgment or warranty is made with respect to the accuracy, timeliness, completeness or suitability of the content of the services or sites to which these screens link, and SRPS takes no responsibility therefore. A link to a service or site outside of SRPS is not an endorsement of the service or site, its content, or its sponsoring organization. SRPS provides links to other Internet sites solely as a convenience to its users. Your linking to these sites is at your own risk.

Third party entities named herein are not affiliated with Schwab Retirement Plan Services, Inc. (SRPS). The views they expressed in these third party materials may not necessarily reflect those of SRPS and its affiliates.

Schwab Stock Plan Services (“SPS”) provides equity compensation plan services and other financial services to corporations and employees through Charles Schwab & Co., Inc. (“Schwab”). Schwab, a registered broker-dealer, offers brokerage and custody services to its customers.

The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.

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 Trust Bank; Charles Schwab & Co., Inc. (Member SIPC); and Schwab Retirement Plan Services, Inc. Trust, custody, and deposit products and services are available through Charles Schwab Bank and Charles Schwab Trust Bank, Members of FDIC Brokerage products and services are offered by Charles Schwab & Co., Inc.


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.

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Notice: All email sent to or from the Charles Schwab corporate email system may be retained, monitored, and/or reviewed by affiliated personnel.

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