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Charles Schwab is one of the nation’s largest financial services firms, with over 7 million
individual investor accounts and more than $1.4 trillion in client assets, including $158 billion in
employer-sponsored retirement plans. Serving more than 1,000 plan sponsors and third party
administrators, Schwab provides a broad range of services for investing through the workplace,
including employee retirement and stock option plans, financial advice services and education for
executives and employees, and support for benefit plan administrators. From small local firms to
Fortune 500 companies, Schwab's combined expertise in record keeping and related services,
investment choice, participant education (including 401(k) advice) and high-end technology
helps employers offer competitive benefits designed to attract, retain and motivate their valuable
employees. With a long history of empowering individual investors, Schwab has the experience
and a wide range of resources to help equip employees with knowledge, tools and access to the
professional guidance they need to become more confident investors.
(c) 2008 Charles Schwab & Co., Inc. All rights reserved. Member SIPC (0005-6689)
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