Skip to content
  • Contact Us
  • Register Now
  • Log In
    • Participant Login
    • Sponsor Login
    • Consultant Login
  • Home
  • Learning Center
        • OVERVIEW
        • MONEY BASICS
          • Overview
          • Mastering the essentials will put you in charge.
        • SAVINGS FUNDAMENTALS
          • Overview
          • Understand where your savings can do you the most good and what to save for first.
        • PRE-RETIREMENT PLAYBOOK
          • Overview
          • A step-by-step guide to help you prepare for retirement.
        • FINANCIAL FITNESS QUIZ
          • Overview
          • Find out how you stack up by answering 18 simple questions.
        • SCHWAB SAFE
          • Overview
          • Find out what we're doing, and what you can do to help safeguard your information.
        • CALCULATORS & RESOURCES
          • Overview
          • Retirement Savings Calculator
          • Monthly Budget Planner
          • Mortgage Affordability Calculator
          • Rent Vs. Buy Calculator
          • Credit Card Payoff Calculator
          • College Savings Calculator
          • Savings Calculator
          • Cost of Debt Calculator
          • Paycheck Calculator
  • Perspectives
        • OVERVIEW
        • INSIGHTS & EDUCATION
          • Overview
          • Ask Carrie
          • Markets & Economy
          • Investing Strategies
          • Personal Finance & Planning
          • Retirement
        • MEDIA & LIVE PROGRAMS
          • Overview
          • Schwab Market Update
        • INVESTING PRINCIPLES
          • Overview
          • Understanding these principles can help you reach your financial goals.
  • Sponsors
        • Login
        • OVERVIEW
        • PLAN ANALYTICS
          • Overview
          • Use Plan Analytics to evaluate your retirement plan and the Plan Health Dashboard to dive even deeper.
        • COMPREHENSIVE 401(K) PLAN SERVICES
          • Overview
          • Schwab Retirement Plan Services, Inc. acts as the recordkeeper for plans with $10M+ in assets under management and Charles Schwab Trust Bank acts as your plan's custodian and trustee.
        • WORKPLACE FINANCIAL SERVICES
          • Overview
          • Retirement plan, stock plan and compliance solutions for employers, including those offered through our affiliate Charles Schwab & Co., Inc.
        • MARKET VOLATILITY
          • Overview
          • Current market volatility represents unprecedented times for employers and employees to navigate. View resources from The Charles Schwab Corporation.
      • Join us for a live update on the SECURE 2.0 Act of 2022

        March 2, 2023 1pm ET
        Register here >
  • Consultants
        • OVERVIEW
        • SUPPORT AND RESOURCES
          • Overview
          • Consultant Support Center
          • Market Volatility
          • Retirement Bulletin Archive
        • PRODUCT HIGHLIGHTS
          • Overview
          • Schwab Personal Choice Retirement Accounts®
          • Schwab Workplace Retirement App
          • Managed Account & Advice Services
          • Advisor Managed Accounts
        • RESEARCH
          • Overview
          • Investing Perspectives
          • Schwab Retirement Plan Services Participant Survey
          • Schwab Self-Directed Brokerage Account Indicator Reports
        • UPCOMING EVENTS
          • Overview
          • Join us at these conferences, webcasts, forums.
        • WORKPLACE FINANCIAL SERVICES
          • Overview
          • Employee Monitoring
          • Financial Wellness
          • Retirement Services
          • Stock Plans
      • What's on the minds of participants?

        The 2022 401(k) Participant Study results are in.
        See the study >
Log In

Information Security

Read Transcript Open new window

Transcript of the video:

Need

(0519-95ME)
Investment Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

The information on this website is for educational purposes only. It is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

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, SSB; Charles Schwab & Co., Inc. ("Schwab"); Schwab Retirement Plan Services, Inc; and Schwab Retirement Plan Services Company. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Member SIPC ). Trust and custody products and service are offered by Charles Schwab Bank, SSB. Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company provide recordkeeping and related services with respect to retirement plans.

©2022 Schwab Retirement Plan Services, Inc. All rights reserved. (0920-01C4) 

YouTube Twitter Facebook LinkedIn
  • Sitemap
  • Privacy
  • SchwabSafe
  • Accessibility Help
  • Copyright Policy
  • Paperless Program