Schwab Workplace Retirement 10.2.0

Schwab Workplace Retirement offers a variety of retirement plans including 401(k), 403(b), and Profit Sharing Plans.

Enrollment can typically be completed online through your employer’s benefits portal or by contacting Schwab customer service for assistance.

Participants can choose from a wide range of investment options including mutual funds, exchange-traded funds (ETFs), and other investment products.

Yes, there may be administrative fees, investment fees, and other charges which vary by plan. It’s important to review the plan documents for specific details.

Yes, you can usually roll over funds from another qualified retirement plan or an individual retirement account (IRA) into your Schwab Workplace Retirement account.

Minimum investment requirements vary by plan and specific investment options. It’s best to check with your plan administrator for details.

Schwab uses advanced encryption technology, multi-factor authentication, and secure access features to protect your account information.

Yes, account statements are typically sent quarterly or annually, and you can also access them electronically through your online account.

Schwab provides various resources including retirement calculators, educational materials, and access to financial advisors for personalized assistance.

Yes, you may have options to manage your retirement savings such as rolling over your balance to an IRA or another qualified plan when leaving your employer.