Schwab Retirement Plan Services strives to help plan sponsors and consultants with defined contribution, defined benefit, and nonqualified deferred compensation plans through enhanced retirement plan services aimed at driving positive participant outcomes.Our strength is in providing accessible and deep expertise to support consultants and clients’ plans, individualized services to help address employees’ diverse financial needs, and access to a broad range of solutions that can help consultants and clients work toward their goals.

Schwab Retirement Plan Services strives to help plan sponsors and consultants with 401(k), defined benefit, equity and nonqualified deferred compensation plans through enhanced retirement plan services that drive positive participant outcomes.We’re committed to creating more opportunity for your success and for plan participants to become financially prepared for retirement. We believe this can be achieved through tailored strategies focused in four key areas: a plan design that promotes plan participant engagement; low-cost investments including mutual funds, collective trusts and exchange traded funds; advice that offers a personalized savings and investment strategy; and support across each plan participant’s financial life. Let us help you determine the steps you can take toward optimizing retirement plans for your business and the plan participants you support. To learn more, please contact me at Thomas.Harty@schwab.com or 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

Thomas Harty, AIF®, is a partner of Sikich Financial, Director of Retirement Plan Services group. He provides consulting services to institutional clients regarding retirement plan designs, due diligence and investment analyses.

Retirement and Investment Consultant

Sales and Relationship Management