Schwab Retirement Technologies® Web | Page � of 2

With personalized access to account information, participants can:

• Make more informed investment decisions.

• Manage account portfolios with ease.

• Identify growth and performance potential.

Benefits forParticipants

Schwab Retirement Technologies® (Schwab RT) Web provides plan participants with an intuitive tool

to view and manage their retirement investments. With Schwab RT Web, participants can easily access

their account information.

Schwab RT Web has been developed to meet the varied demands of growing and changing retirement

plan requirements. Plan administrators can easily customize the experience for participants to include

brand identity, menu options, text messages, languages and external resources. For complete brand

identity, customization can be applied globally at a plan or at a participant level. Plan administrators find

these customization options useful for delivering a meaningful and unique experience to participants.

Financial advisors can also use Schwab RT Web to analyze participant behavior and provide guidance

on a plan’s fund selection.

Schwab Retirement Technologies® Web

Plan Participant Home Page

Schwab Retirement Technologies® Web | Page 2 of 2

•

© 2016 Schwab Retirement Technologies, Inc. All rights

reserved. IAN (0406-55�2220) SLS30434-02 (05/07)

With greater access to plan and participant data, financial advisors can:

• Provide more targeted guidance on the plan’s fund selection.

• Help plan sponsors evaluate the effectiveness and performance of retirement planofferings for participants.

Serve plan sponsors more proactively.

Benefits for Financial Advisors

With greater access to participant data, plan sponsors can:

• Serve participants more proactively.

• Save valuable time by using a one-stop resource.

• Spend more time analyzing trends and behaviors.

Benefits for Plan Sponsors

Plan Sponsor Home Page

Plan Advisor Home Page