Services
Daily Recordkeeping Services
- Account details (balances, transactions) for participants and plan sponsors
- Change account — personal information, investment elections, transfers, realign balances
- Payroll center — straight through processing
- Online planning tool
- Investment profiles & prospectuses
- Withdrawal & loan requests
- On demand statements for participants
- On demand reporting for plan sponsors
- Personal rate of return
Trading and Custody
The Charles Schwab Corporation provides services to retirement and other benefit plans and participants through its separate but affiliated companies and subsidiaries: Brokerage products and services are offered by Charles Schwab & Co., Inc. Member SIPC; Trust, custody and deposit products and services are available through Charles Schwab Trust Bank, Member FDIC.
The firms listed above are solely responsible for the accuracy of the firms’ content contained in this information sheet. The firms are independent of Schwab and are not employed by Schwab or acting as Schwab’s agents. Charles Schwab Trust Bank does not guaranteed.
Plan Sponsors
CMC provides comprehensive retirement plan solutions to plan sponsors, serving as a single point of contact to coordinate all aspects of your retirement plan needs including administration, daily recordkeeping, custody/trustee/paying agent services and investment advice.
Plan Advisors
CMC works with retirement plan advisors to provide a comprehensive package to plan sponsors. Through our affiliated technology company, CMC provides advisors with access to PlanAdvisor, a software solution that makes servicing their plans easier, while enhancing the value they provide to sponsors.
