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Choose Your Investments
Plan-Selected Funds

If you prefer to make your own investment decisions, the Plan-Selected Funds may be right for you. Plan-Selected Funds include a list of well researched investment choices, allowing you to build and manage your own retirement portfolio. The list has been crafted to give you a diverse range of investment choices to accommodate your financial goals and time horizons.

What Are Plan-Selected Funds?

Plan-Selected Funds are funds that have been pre-selected by your company to provide flexibility in creating a diversified portfolio reflecting your retirement savings style. The asset category, risk rating and historical performance for each of the funds are just some of the factors to consider when making your retirement investment decisions.

A fund profile is available for each fund available in your plan. To find more information about the funds offered in your plan, refer to the fund profile sheets located on workplace.schwab.com.

How Plan-Selected Funds Work:
  • Complete the Investor Profile Questionnaire – a tool designed to assist you in determining your investing time horizon and risk tolerance. The questionnaire follows this page or you can view it online at workplace.schwab.com.
  • Select the funds that interest you and determine the percentage of your paycheck that you would like to allocate to each fund.
  • Re-evaluate your financial plan and investment risk regularly to meet your retirement goals.

Investors should consider carefully information contained in the prospectus, including investment objectives, risks, trading policies, charges and expenses. You can request a prospectus by calling Participant Services at 1-800-724-7526 (en Español, call 1-877-905-2553). You may also request a prospectus at workplace.schwab.com. Please read the prospectus carefully before investing.

Investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.

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