The Schwab Solution powered by Conduent delivers an integrated retirement benefits experience for sponsors and participants by combining Schwab’s retirement plan services with Conduent’s defined benefit expertise. It provides a seamless, single sign-on platform offering participants a simplified, holistic view of their benefits, while sponsors gain enhanced reporting and case management access. Services include recordkeeping, trust and custody, actuarial consulting, and cash balance plan design with expanded projections. Participants benefit from electronic elections, secure document uploads, and a dedicated beneficiary support team. The partnership offers flexible, tailored solutions to align with sponsor goals at fair pricing.

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