I’m here to welcome and serve retirement plan consultants and advisors to Schwab Retirement Plan Services. My goal is to cultivate long-standing relationships built on trust and collaboration to help bolster consultants’ relationships with their clients and provide superior customer service. Plan sponsors and participants rely on consultants to provide specialized insights to make the best decisions for their plans. That’s why we provide consultants with easy access to deep expertise, individualized services, and a broad range of solutions to help them better serve their clients’ and address employees’ diverse financial goals. As a Consultant Relations professional, I partner with consultants to understand their needs, provide proactive support, and offer reliable expertise. To learn more about how SRPS is innovating on behalf of 401(k) plan sponsors, consultants, and plan participants, feel free to contact me at thomas.harty@schwab.com , 312-517-4129 or reach out to me via InMail.Plan-specific questions and transactions cannot be addressed in this forum; please call the number listed above or contact your Client Services manager. Content posted on Schwab social media by third parties is not adopted or endorsed by Schwab and does not represent Schwab viewpoints. Testimonials regarding services of Registered Investment Advisors or Advisory Services are prohibited. Any other third-party testimonial provided may not be representative of the experience of other clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only.Schwab Retirement Plan Services, Inc. has provided this communication as part of the recordkeeping and related services it provides to retirement plans.For other important information and disclosures please visit http://www.aboutschwab.com/social-media-at-schwab.
Listed skills include Retirement Planning, Defined Benefit, Retirement, Investments, and 14 others.