Special Offer: Get 50% off your first 2 months when you do one of the following
Personalized offer codes will be given in each session
Webinar Opens In m : s
About This Webinar

Charles Schwab Retirement Business Services is a leading provider of unbundled trust, custody, and clearing services for independent retirement plan providers, including recordkeepers and retirement advisors. Retirement Business Services offers directed trust and custody services from Charles Schwab Trust Bank® and brokerage products and services from Charles Schwab & Co., Inc., our registered broker-dealer—and delivers integrated, flexible solutions with open architecture and transparent pricing and reporting for employee benefit plans of all sizes. Through innovative trading and sophisticated technology platforms, Retirement Business Services offers solutions that make recordkeeping seamless and efficient. Services are bundled to provide comprehensive support for 401(k), profit sharing, money purchase, defined benefit and other qualified plans, as well as nonqualified plans. For more information, contact Schwab at 877-456-0777.

When: Sat, Sep 25, 2021 · 4:26 AM · Eastern Time (US & Canada)
Language: English
Who can attend? Anyone with the event link can attend
Dial-in available? (listen only): Yes
Dial-in Number: Please register for this Webinar to view the dial-in info.
Featured Presenters
Webinar hosting presenter
Senior Retirement Consultant
Matt has been with Charles Schwab & Co. for over 8 years, starting with our Schwab’s Retirement Services team. During this time he helped individual clients with their IRA’s: Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA as well as Individual 401k’s.
Matt has also spent time in our Advisor Services group, assisting our Registered Investment Advisor clients with paperwork, processes, procedures and compliance situations. In this role Matt served as the subject matter expert in Retirement Plans and Alternative Investments and was the main point of contact for multiple RIA Firms totaling over $2B in AUM at Schwab.
Matt currently works on the Schwab Retirement Network team where he consults with Advisors and Plan sponsors on what Schwab has to offer in the retirement and HSA space. Matt is well versed in what type of plans are best fit for advisors and their end clients as well as able to assist those advisors that are looking to grow in the retirement space with marketing material and prospecting lists.
Credentials:
 AIF® - Accredited Investment Fiduciary®
 FINRA – Series 6, 63,7, 9,10
Webinar hosting presenter
Retirement Plan Advisor Business Development Officer, Charles Schwab Trust Bank
Amy is the Business Development Officer covering the Midwest sales region for Schwab Retirement Business Services. She provides marketing and business growth resources to financial advisors serving the corporate retirement plan market. Amy has more than 20 years’ experience in the retirement plan services and mutual fund industry.
Webinar hosting presenter
Business Development Officer, Charles Schwab Trust Bank
John is the Business Development Officer covering the Central sales region for Schwab Retirement Business Services. He provides marketing and business growth resources to financial advisors serving the corporate retirement plan market. John has more than 20 years’ experience as a senior executive in the retirement plan services and mutual fund industry and has served on client retirement advisory boards of nationally known financial service companies.
Documents
PDF
L-2020-HSBA-Provider-Brochure.pdf
PDF
L-CSTB_P-12276469_RBS_Consolidated_Brochure_Catalog_0219-94UV.pdf
PDF
L-CSTB_P-12366711_RBS_Consolidated_Brochure_Catalog_0219-94UV_(Fraud_and_Cyber).pdf