Advice Consultants are registered representatives of CS&Co. Neither SRPS, CS&Co., nor their affiliates supervise, make recommendations with respect to, or take responsibility for monitoring the advice services provided to the Participants by the Advisor. (CS&Co.), a federally registered investment advisor or their affiliates. The Advisor is not affiliated with or an agent of Schwab Retirement Plan Services, Inc. The Advisor will select investment options appropriate for each Participant's strategy from the investment options available under the Plan as selected by the Plan Sponsor, Plan Administrator or other Plan fiduciary. Recommendations are formulated and provided by the Advisor through an advice and managed accounts program, and can be accessed through. At the direction of the Plan Sponsor or Plan Administrator, Participants may have access to advice services that can provide Participants with a retirement savings and investment strategy for their Plan account, furnished by an independent registered investment advisor ("Advisor"). Schwab Personal Choice Retirement Account (PCRA) is offered through Charles Schwab & Co., Inc., a registered broker-dealer that also provides other brokerage and custody services to its customers.ģ. Schwab Bank Savings ("SBS") is a money market deposit account ("MMDA") established by your Plan at Charles Schwab Trust Bank ("CSTB").Ģ. "We" refers to Schwab Retirement Plan Services, Inc.ġ.
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