Schwab RT Partner Program

Schwab RT collaborates with various industry-leading partners to expand the breadth and depth of our product and service offerings. This allows Schwab Retirement Technologies to focus on our core competencies while leveraging the expertise that our strategic partners bring to provide you and your clients with complementary products and services. By focusing our resources on our core software products, we can deliver quality software products and useful interfaces that integrate thoughtfully with third-party solutions. You and your clients benefit from our collective and collaborative efforts with the best overall products and services available.

Here are some examples of our currents relationships:

An Internet-centric, employee benefits technology company with expertise in serving both the institutional and retail markets, recently integrated its IRA Rollover technology within the Schwab RT Recordkeeping system. Schwab's application program interface, the Developer's Toolkit, facilitated the seamless integration of the Rollover technology. Participants will benefit from a smooth account transfer and the plan provider can retain the account relationship.

An integrated voice processing, telecommunications and Internet technologies' company, redesigned Schwab RT Voice. It moved the application into our standard multi-tiered, "open" architecture. They also made significant contributions to Schwab RT's customer support services, including the development of debugging and error logging tools.

A data services company partnered with Schwab RT to develop and deliver the data extract for participant statement production, enabling easy migration to their flexible statement processing services. The statements present optional views of the data in both print and electronic reporting formats. TPAs can easily manage plan processing and reporting.

Schwab Retirement Technologies is committed to leading the industry by creating the most flexible core and ancillary solutions to meet the needs of Plan Administrators. For information about Schwab Retirement Technologies' products and services, or those of members of our Partnership Program, call 1-800-628-2416.