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Charles Schwab & Co., Inc. Schwab Retirement Technologies

Schwab RT Product Fact Sheets

Solutions and Support
that give you the edge

Please select from the following list to obtain more information on our products and services.

Schwab Retirement Technologies® (SRT) Pop-Up
Overview of Schwab RT’s retirement plan recordkeeping solutions.

SRT Suite of Products Pop-Up
Overview of Schwab RT’s product family including: Schwab RT Recordkeeping, Schwab RT ASP, Schwab Automated Retirement Processing, Schwab RT Web, Schwab RT Call Center and Schwab RT Voice.

SRT Application Service Provider (ASP) Pop-Up
Overview of Schwab RT’s technology outsourcing solution for plan administrators who want to outsource both their software and hardware technology needs to Schwab.

SRT Recordkeeping Pop-Up
Overview of Schwab RT’s recordkeeping technology solution consisting of fully integrated business modules for payroll, reporting, compliance, trading and self-directed brokerage accounts.

SRT Web Pop-Up
Overview of Schwab RT’s Web solution that provides plan participants with easy access to their account information so they are able to view and manage their retirement investments.

Schwab Automated Retirement ProcessingTM (SchARP) Pop-Up
Overview of Schwab’s integrated solution that automates and improves end-to-end recordkeeping and trust processes.

SRT Call Center Pop-Up
Overview of Schwab RT’s Call Center solution for customer service representatives who need to quickly and easily access current, comprehensive participant account information from a single entry point.