- Log onto www.schwab.com/workplace to use the online tool and receive independent personal retirement planning recommendations, or
- Call a Schwab Representative2 who can set up an appointment for a full consultation, help you access the advice, and/or explain the recommendations made to you. You can schedule an appointment online at www.schwab.com/workplace or by calling 1-877-285-4929 between 8:00 a.m. and 10:00 p.m. ET.
We recommend that you review your personal retirement planning recommendation annually and/or as you go through life events to help ensure that your strategy will meet your retirement goals. We're always ready to help review your information with you.
2 The Schwab Advice Services Representatives are employees of CS&Co. and not of GuidedChoice. CS&Co., its Advice Services Representatives and SRPS do not supervise, make recommendations with respect to, or take responsibility for monitoring the advice provided to participants by GuidedChoice and do not provide financial planning services to participants.
