The Role of Self-Directed Brokerage Accounts in the Continuum of Plan Investments

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

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The Charles Schwab Corporation provides services to retirement and other benefit plans and participants through its separate but affiliated companies and subsidiaries, Charles Schwab & Co., Inc.; Charles Schwab Trust Bank and Schwab Retirement Technologies, Inc. (“Schwab RT”). Brokerage products and services are offered by Charles Schwab & Co., Inc. Trust, custody, and deposit products and services are offered by Charles Schwab Trust Bank, Member FDIC. Schwab RT is engaged in developing and licensing proprietary retirement plan recordkeeping systems to independent recordkeepers.

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