Schwab Retirement Plan Services Inc example essay topic
Schwab is dedicated to helping customers make their own informed financial decisions with confidence. Schwab offers a range of investment planning services, including registered representatives available via phone day and night, online asset allocation and retirement planning tools, and more intensive programs like Core and Explore and the Schwab Advisor Source referral program. The Mutual Fund MarketPlace makes available over 3,000 funds from more than 350 fund families, including 32 Schwab Funds. Schwab serves active traders with programs like the Signature Services, which offers commission discounts and up-to-date research.
Schwab provides multi-lingual services for non-English-speaking customers through its Asia Pacific Services Center and its Latin American Center. With a presence on all major listed stock exchanges, including options markets, Schwab's Capital Markets and Trading, a division of Charles Schwab & Co., Inc., executes trades, participates in IPOs and secondary offerings and provides fixed-income investments. Schwab Retirement Plan Services Inc. provides retirement planning guidance, products, record-keeping and administrative services to sponsor companies, employees, and individuals; in 1998, customer assets in retirement plan accounts totaled $20 billion.