Charles Schwab

Helping participants move from engagement to actions

Catherine Golladay recently gave the keynote address at the 2019 Plan Sponsor National Conference and shared her take on participant engagement—and why sponsors and recordkeepers should be thinking bigger.

Research and Thought Leadership

Taking a ‘Calculated’ approach to retirement readiness1
Nathan Voris, managing director, business strategy at Schwab Retirement Plan Services, discusses how retirement calculators can be a useful resource for employees—by spurring them into action and providing them with more confidence about retirement readiness.

SDBA Indicators Report
The Self-Directed Brokerage Account Indicators Report™ tracks the investment behaviors of employees who used the Schwab Personal Choice Retirement Account®* (PCRA) during this time period.

What retirement pressures are the “sandwich generation” facing?
Sandwiched between millennials and baby boomers, Generation X, currently aged 39 to 54, now occupy the aptly named “sandwich generation,” facing the time in their lives when they may be providing financial support for their children (including adult children, in many cases) as well as aging parents. In a recent survey, 42% of Gen Xers revealed they are more focused on paying down debt right now than saving for retirement.

Regulatory and Legislative

Introducing our new podcast series: WashingtonWISE Investor
Investors’ finances, as well as the markets, are affected daily by the policies and politics coming out of Washington. In each episode of WashingtonWISE Investor, Mike Townsend, Charles Schwab’s vice president for Legislative and Regulatory Affairs, focuses a nonpartisan eye on the stories that matter most to investors, and his guests offer actionable suggestions for what to do—and what not to do—with your portfolio.

Corporate News

Video: Charles Schwab talks beginnings as a “pariah” to Wall Street and how his unique approach changed the industry
In 1975, Charles Schwab and his small west coast firm bucked industry trends, led with the idea of putting the client first. Schwab shares his company’s origin story and how he hopes to continue to be “agents of change” in this video.

Recently, Charles Schwab & Co., Inc. removed the final pricing barrier to making investing accessible to everyone by eliminating commissions for stocks, ETFs and options2 listed on U.S. or Canadian exchanges, across all mobile and web trading channels. Clients trading options will continue to pay 65 cents per contract.

The announcement comes in conjunction with the release of his book Invested: Changing Forever the Way Americans Invest.

Keeping assets and data safe
At Schwab Retirement Plan Services, we understand the importance of implementing and maintaining protective measures to safeguard the assets entrusted to us. To demonstrate our commitment to data protection, we have published a System and Organization Controls (SOC) 2 Type II report.

Events and Education

NAPA 401(k) Summit1
April 26-28, 2020
Loews Royal Pacific Resort
Orlando, FL

SBEN Annual Education Conference1
May 6-7, 2020
JW Marriott
Atlanta, GA

Fi360 Conference1
JW Marriott
May 17-19, 2020
Austin, TX

SouthWest Benefits Association 45th Annual Conference1
May 20-22, 2020
The Roosevelt Hotel
New Orleans, LA