Page 11 - American Century Retirement Plan Enrollment Guide

Managing Your Plan Account
Plan Account Statement
You will receive a Plan account statement each quarter. Your statement will summarize recent activity in your Plan account, including transactions, ending share balance, vesting information and important news about the Plan.
Web
You can manage your Plan account online at workplace.schwab.com. Save time and resources
by viewing your Plan account statements, reports and transaction confirmations online. Simply log in and go to My Account > History & Statements. You’ll find all your documents ready and waiting for you.
You can also do away with paper altogether. Sign up
for paperless delivery and Schwab Retirement Plan Services, Inc. will stop sending you statements, reports and transaction confirmations through the mail. Instead, whenever there’s a new statement or other documents ready to view, Schwab Retirement Plan Services, Inc. will send you an email to let you know.
Phone
You can contact a Participant Services Representative from 6:00 a.m. to 10:00 p.m. CT by calling 1-800-724-7526.
Schwab Workplace Retirement App
Get on-the-go access with the Schwab Workplace Retirement App to track your Plan account savings. You can check your Plan account balance, view your year-to-date contribution rate and more.
Requires a wireless signal or mobile connection. System availability and response times are subject to market conditions and mobile connection limitations. Functionality may vary by operating system and/or device.
Still have questions? Call Participant Services at 1-800-724-7526 between 6:00 a.m. and 10:00 p.m. CT, Monday through Friday.
Plan Account Security
Be sure to keep your financial information confidential. Don’t share identifying data, including Login ID and password. Keep this information in a secure location. Avoid using the same password for multiple accounts and change your password at least every six months. For more information, go to www.schwab.com/schwabsafe.
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