For clients whose companies have 401(k) needs, now you can deepen your relationship as a trusted advisor. Your clients trust you with their individual wealth management needs, but some of those clients own or manage businesses, and they may also have business needs, like a 401(k) plan for their employees, and they need an experienced team to help them design and manage that plan. You can help connect them to that expertise.
Schwab can help you and your client with customizable and repeatable retirement plan solutions that are simple and price-competitive, managed by a team of experienced independent retirement plan professionals. You can choose to have our team fully manage your client's retirement plan needs, or if you prefer to offer your own advisory services to the plan, we can also help you do that. Either way, by expanding the scope of service you offer your clients, you differentiate your firm and deepen your relationship as their trusted advisor. A team working alongside you to serve all your clients' needs. It's the ideal combination. Let's connect today.