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
as of June 30, 2007. 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)
2007 Charles Schwab & Co., Inc. All rights reserved. Member
SIPC (0005-6689)
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