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About This Webinar

What are you looking for in a retirement provider? We have options to help you design a plan that works. We can help you put your participants on the path to better outcomes with low-cost investment options, automated features, financial wellness support, and access to third-party advice and managed accounts.

When: Fri, Oct 22, 2021 · 3:10 PM · 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
Vice President, Retirement Plan Sales, Schwab Retirement Plan Services
Tim McCabe is vice president of sales for Schwab Retirement Plan Services based in Atlanta, Georgia. He has over 30 years of experience in the retirement and financial services industry and began working with Schwab in 2017. Mr. McCabe is responsible for defined contribution, defined benefit, and nonqualified large plan sales in the Southeast.
Prior to joining Schwab, Mr. McCabe spent 13 years as Senior Vice President, National Sales Manager at Stadion Money Management and was responsible for their Retirement Division. He spent 6 years at Fidelity as Vice President of Retirement Sales and held previous Sales positions at Schwab and New York Life Asset Management. Tim has a BBA in Finance from the University of Georgia and a Master of Science in Risk Management from Georgia State University.
Webinar hosting presenter
Vice President, Retirement Plan Sales, Schwab Retirement Plan Services
Matthew Marchese is Vice President of Sales for Schwab Retirement Plan Services based in West Hartford, Connecticut. He began working with Schwab in 2015 and is responsible for defined contribution, defined benefit, and nonqualified large plan sales.
Mr. Marchese has 20 years of experience in the financial services industry advising individual and corporate clients on retirement planning. Prior to joining Schwab, Mr. Marchese spent eight years at T. Rowe Price in retirement plan sales covering the Midwest. He also spent four years with the Lincoln Financial Group where he was responsible for retirement plan sales and service in the Midwestern region.
Mr. Marchese has a Bachelor of Arts in political science from McDaniel College and holds FINRA Series 6, 7, and 63 securities licenses along with Maryland life, health & annuity licenses.
Documents
PDF
RPS_Guide.pdf
PDF
Summary_of_Services_Schwab_RPS_0720.pdf