"Schwab" refers to Charles Schwab & Co., Inc.
Information provided by Financial Consultants, a separate service offered by Charles Schwab & Co., Inc. (CS&Co., "Schwab")(Member SIPC) is not intended to be a substitute for specific individual tax or legal advice. CS&Co. does not provide tax or legal advice but does provide holistic financial planning services to individuals that takes into consideration, but does not provide advice on, assets held in a qualified plan. Where specific tax or legal advice is necessary or appropriate, please consult an attorney or qualified tax advisor.
While meeting with a Financial Consultant is complimentary, the implementation of any recommendations made in the course of this service may result in trade commissions or other fees, charges, or expenses. Therefore, any such fees incurred when availing of any non-plan related products or services provided by the Schwab branches will be paid by the individual investor and not by the retirement plan or Plan Sponsor. Please be aware that brokerage products and services provided by CS&Co. through Schwab branches are separate and distinct from the services offered through the retirement plan serviced by Schwab Retirement Plan Services, Inc. (SRPS). SRPS and CS&Co. are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.
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CC2730517 (0619-9G66) ELC94715SCG-02 (07/19)