No two people are the
same. Their retirement plan
advice shouldn’t be either.
Personalized managed accounts.
For more information on the specic components of Schwab Index Advantage, specic comparisons of costs to those of plans electing this innovative approach, and
the cited study, visit
schwab.com/No TwoAre TheSame. Employees’ individual circumstances such as age, salary, and plan account balance determine their assignment
to a managed account service portfolio established by the independent third-party advisor. 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.
Investment Products: Not FDIC Insured – No Bank Guarantee – May Lose Value ©2016 Schwab Retirement Plan Services, Inc. All rights reserved (0816-K112) ( 8-16)
The bottom line:
that participants using
a managed account
service could end up with
nearly 40% more
income in retirement.
Talk to your consultant or contact Schwab
Retirement Plan Services, Inc., at 1-877-456-0777
or Schwab.com/No TwoAre TheSame
A plan that can work harder for employees.
A cost lower than what you may be paying.
Your employees deserve more than “one-size-ts-all”
savings and investment advice. With our latest innovations
in retirement plan services, you can offer employees
personalized independent third-party advice, while providing
access to a wide range of investment options, including
index mutual funds or ETFs. All at a cost typically lower
than what you may be paying. It’s a plan that works hard