PLANADVISER - May/June 2018 - 11
No two people are the
same. Their retirement plan
advice shouldn't be either.
Personalized advice.
Diverse investments.
Better possibilities for your clients.
A plan that works harder for employees.
A cost lower than what you might expect.
Your clients deserve more than " one-size- ts-all " savings and
investment advice for their employees. With our retirement plan
services offerings, plan sponsors can offer personalized
independent third-party advice, and a wide range of investment
options, including index mutual funds or ETFs. Together, we can
help plan sponsors deliver a plan that works harder for everyone.
The bottom line:
Research suggests
that participants using
a managed account
service could end up with
nearly 40% more
income in retirement.*
Contact Schwab Retirement Plan Services
at 877-783-4372 or Schwab.com/BetterPossibilities
40%more
income
*David Blanchett. 2014. " The Impact of Expert Guidance on Participant Savings and Investment Behaviors, " Working Paper (August). For more information on the
speci c components of our offerings, speci c comparisons of costs, and the cited study, visit schwab.com/BetterPossibilities. Plan sponsors must elect to make
the retirement plan investment advice service available for their plan. The term " personalized advice " refers to personal participant data such as age, salary, and
plan account balance, which will form the basis by which the independent third-party advisor will establish the participant's investment strategy. Remember that
cost is only one consideration when making an investment decision. An investor may give up the opportunity to outperform the market by not being in an actively
managed fund. Outcomes not guaranteed.
©2016 Schwab Retirement Plan Services, Inc. All rights reserved (1216-PLUZ) (11-16)
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PLANADVISER - May/June 2018
Table of Contents for the Digital Edition of PLANADVISER - May/June 2018
Key Partnerships
Clean Shares' Popularity
The Retirement Purse
The Power of Hosting Events
A New Best Interest Model
Limited Liability of a Trustee
Rollover Recommendations
PLANADVISER - May/June 2018 - C1
PLANADVISER - May/June 2018 - FC1
PLANADVISER - May/June 2018 - FC2
PLANADVISER - May/June 2018 - C2
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PLANADVISER - May/June 2018 - 35
PLANADVISER - May/June 2018 - Key Partnerships
PLANADVISER - May/June 2018 - 37
PLANADVISER - May/June 2018 - 38
PLANADVISER - May/June 2018 - 39
PLANADVISER - May/June 2018 - 40
PLANADVISER - May/June 2018 - 41
PLANADVISER - May/June 2018 - Clean Shares' Popularity
PLANADVISER - May/June 2018 - 43
PLANADVISER - May/June 2018 - The Retirement Purse
PLANADVISER - May/June 2018 - 45
PLANADVISER - May/June 2018 - 46
PLANADVISER - May/June 2018 - 47
PLANADVISER - May/June 2018 - The Power of Hosting Events
PLANADVISER - May/June 2018 - 49
PLANADVISER - May/June 2018 - A New Best Interest Model
PLANADVISER - May/June 2018 - Limited Liability of a Trustee
PLANADVISER - May/June 2018 - Rollover Recommendations
PLANADVISER - May/June 2018 - C3
PLANADVISER - May/June 2018 - C4
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