PLANSPONSOR - September 2017 - Cover2
No two people are the
same. Their retirement plan
advice shouldn't be either.
Personalized managed accounts.
Diverse investments.
Better possibilities.
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
for everyone.
The bottom line:
Research suggests
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/NoTwoAreTheSame
40%more
income
For more information on the speci c components of Schwab Index Advantage, speci c comparisons of costs to those of plans electing this innovative approach, and
the cited study, visit schwab.com/NoTwoAreTheSame. 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)
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PLANSPONSOR - September 2017
Table of Contents for the Digital Edition of PLANSPONSOR - September 2017
Harvesting the Right Facts and Figures
2017 target-Date Fund Buyer's Guide
Allocating Benefit Dollars
Keeping Money in the Plan
Strategic Timing
Rothification of DC Plans
PLANSPONSOR - September 2017 - Cover1
PLANSPONSOR - September 2017 - Cover2
PLANSPONSOR - September 2017 - 1
PLANSPONSOR - September 2017 - 2
PLANSPONSOR - September 2017 - 3
PLANSPONSOR - September 2017 - 4
PLANSPONSOR - September 2017 - 5
PLANSPONSOR - September 2017 - 6
PLANSPONSOR - September 2017 - 7
PLANSPONSOR - September 2017 - 8
PLANSPONSOR - September 2017 - 9
PLANSPONSOR - September 2017 - 10
PLANSPONSOR - September 2017 - 11
PLANSPONSOR - September 2017 - 12
PLANSPONSOR - September 2017 - 13
PLANSPONSOR - September 2017 - 14
PLANSPONSOR - September 2017 - 15
PLANSPONSOR - September 2017 - 16
PLANSPONSOR - September 2017 - 17
PLANSPONSOR - September 2017 - 18
PLANSPONSOR - September 2017 - 19
PLANSPONSOR - September 2017 - 20
PLANSPONSOR - September 2017 - 21
PLANSPONSOR - September 2017 - 22
PLANSPONSOR - September 2017 - 23
PLANSPONSOR - September 2017 - 24
PLANSPONSOR - September 2017 - 25
PLANSPONSOR - September 2017 - Harvesting the Right Facts and Figures
PLANSPONSOR - September 2017 - 27
PLANSPONSOR - September 2017 - 28
PLANSPONSOR - September 2017 - 29
PLANSPONSOR - September 2017 - 30
PLANSPONSOR - September 2017 - 31
PLANSPONSOR - September 2017 - 2017 target-Date Fund Buyer's Guide
PLANSPONSOR - September 2017 - 33
PLANSPONSOR - September 2017 - 34
PLANSPONSOR - September 2017 - 35
PLANSPONSOR - September 2017 - 36
PLANSPONSOR - September 2017 - 37
PLANSPONSOR - September 2017 - 38
PLANSPONSOR - September 2017 - 39
PLANSPONSOR - September 2017 - 40
PLANSPONSOR - September 2017 - 41
PLANSPONSOR - September 2017 - 42
PLANSPONSOR - September 2017 - 43
PLANSPONSOR - September 2017 - Allocating Benefit Dollars
PLANSPONSOR - September 2017 - 45
PLANSPONSOR - September 2017 - 46
PLANSPONSOR - September 2017 - Keeping Money in the Plan
PLANSPONSOR - September 2017 - 48
PLANSPONSOR - September 2017 - 49
PLANSPONSOR - September 2017 - Strategic Timing
PLANSPONSOR - September 2017 - 51
PLANSPONSOR - September 2017 - Rothification of DC Plans
PLANSPONSOR - September 2017 - 53
PLANSPONSOR - September 2017 - 54
PLANSPONSOR - September 2017 - 55
PLANSPONSOR - September 2017 - 56
PLANSPONSOR - September 2017 - Cover3
PLANSPONSOR - September 2017 - Cover4
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