Our resources, your advantage.

We have a broad range of events, educational tools, and resources to help you learn, grow, and stay one step ahead.

Events

Schwab hosts and is involved in a number of thought-provoking events throughout the year. These events provide valuable networking opportunities, relevant industry insights, and hands-on educational opportunities.

Client Events

  • IMPACT®

    Schwab's premier conference for independent investment advisors.

  • National Retirement Summit

    Retirement Business Services' premier client event for recordkeepers and advisors, focused on industry perspectives, practice management topics, and operational management insights.
     

  • Webcasts

    Online events designed to keep you up to date on current trends, industry insights, and commentary from Schwab experts.

  • Practice Management Trainings

    Earn your Accredited Investment Fiduciary® (AIF®) designation and more.

  • Certified 401(k) Professional Designation

    Select advisors are invited to attend The Retirement Advisor University (TRAU)1 at the UCLA Anderson School of Management Executive Education to earn this prestigious designation.

  • Regional Events

    Half-day educational training programs that are geared toward helping independent advisors grow their corporate retirement plan business.

Industry Events

We also attend many key events focused on the recordkeeping industry, such as RANDUG and ASPPA Annual.

  • NAPA 401(k) Summit

    A unique, interactive environment for retirement professionals who actively sell, market, support, or service 401(k) plans.

  • PLANADVISER National Conference

    Dedicated to helping plan advisors win business and evolve their service models.

  • fi360® Conference

    Professional development conference for investment fiduciaries and financial services professionals.

  • EXCEL 401(k): The Advisors' Conference

    Learn from an advisory board of currently active and top-producing advisors and other industry thought leaders.

Featured Event

Best-in-Retirement Business IMPACT Award™ 2019

High achievers wanted. This annual award recognizes an independent investment advisor or recordkeeper for demonstrating leadership and excellence in the retirement plan industry. The award includes a $15,000 donation to a charity chosen by the winning firm.

 

Men holding large sized check for winning the Best-in-Retirement Business IMPACT Award™

Tools

As a Schwab client, you can access a range of powerful investment research and monitoring tools and prospecting opportunities that can help you bring additional value and expertise to your clients.

  • Schwab's integrated fi360® Toolkit

    Schwab's integrated fi360® Toolkit1 is integrated with Schwab's platform. This industry-leading, web-based software streamlines plan management to help you manage the fiduciary process.

  • Mutual fund search tool

    See our mutual fund search tool to quickly research and filter more than 13,000 mutual funds, including a variety of no-load, no-transaction-fee funds.3 You can find it on the Schwab Retirement Center website.

  • PensionPlanet

    Available on the Schwab Retirement Center website, this robust tool enables clients to easily search for retirement plan sales opportunities. A database of more than 1.6 million benefit plans, it features flexible filters that allow you to easily focus searches on your target market, gain valuable insight into a plan's reported fees, view the number of participants in and total value of a company's plan, and much more.


Resources

In addition to our events and tools, we have a robust online resource library offering white papers, research studies, and industry perspectives. Here's a small sampling of what you'll find:

 


Talk to us about your retirement plan business needs.

Talk to us about your retirement plan business needs.

Call: 877-702-6498 

or

CC2034987 (0120-904R)

Investors should carefully consider information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling Schwab at 800-435-4000. Please read the prospectus carefully before investing.

Investment returns will fluctuate and are subject to market volatility, so that an investor's shares, when redeemed or sold, may be worth more or less than their original cost. Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF. Shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV).

1. fi360 and fi360 Fiduciary Score are registered trademarks of fi360, Inc. fi360 and TRAU are not affiliated with Charles Schwab and its affiliates.

2. Independent recordkeepers are not owned by, affiliated with, or supervised by Schwab.

3. Trades in no-load mutual funds available through Schwab Mutual Fund OneSource® (including Schwab Funds®), as well as certain other funds, are available without transaction fees when placed through Schwab.com or our automated phone channels. Schwab reserves the right to change the funds we make available without transaction fees and to reinstate fees on any funds. Funds are also subject to management fees and expenses.

Schwab's short-term redemption fee will be charged on redemption of funds (except certain Schwab Funds) bought through Schwab's Mutual Fund OneSource program (and certain other funds) with no transaction fee and held for 90 days or less. Schwab reserves the right to exempt certain funds from this fee, including Schwab Funds, which may charge a separate redemption fee, and funds that accommodate short-term trading.

Charles Schwab & Co., Inc. receives remuneration from fund companies participating in the Mutual Fund OneSource service for recordkeeping and shareholder services and other administrative services. Schwab also may receive remuneration from transaction-fee-fund companies for certain administrative services.