Charles Schwab Presentation Redesigned | Active Server Pages | Records Management

Is Schwab Retirement

Technologies ASP Solution

Right for You?

Advantage 2005

Kristin Studioso Director Schwab ASP Operations

Trent Wilson Vice President Schwab Technology— Schwab Retirement Technologies

Introductions
Schwab Retirement Technologies

Kris Studioso
Director ASP Operations

Trent Wilson
Vice President Schwab Technology

Session Overview
What is it? Why would an ASP benefit you? Software Technology Closing Remarks Q&A

What is an ASP?

Application Service Provider (ASP) is a third-party entity that manages and distributes software-based services and solutions to customers across a wide area network from a central data center

Why ASP?

SelfContained Customer

ASP

Heavily Outsourced Customer

Customer

  Move towards outsourcing technology and Recordkeeping   Provide solution to meet Plan Administrator’s needs   Part of broader value proposition

Recordkeeping

Recordkeeping

Recordkeeping

Technology

Technology

Technology

CONTINUUM
OUTSOURCE IN-HOUSE CORE COMPETENCY

How Does It Benefit You?

  Software applications and hardware centrally located and managed   Priced per participant   You maintain operational control and your client relationships

  Leverage the power of Schwab’s infrastructure   Leverage economies of scale to control costs   Predictably plan expenses   Focus on core competencies

Customizable and Robust Software

Trading
Schwab trading platform Other trading platforms

Reporting
Full Crystal

Centralized Administration

Recordkeeping

Voice

Web

Statements
Scicom Extract & e-statements Newkirk Extract Print on-site

Call Center

What is an ASP?

Admin User

Citrix Gateway

Citrix Servers SQL Server

CSR

Web Servers Sponsor PAS Servers Pervasive Server

Phone Line Participant Voice Servers

Schwab RT ASP

Currently: 23 Clients 3,500+ Plans 370,000+ Active Participants

900,000 Total Participants

Gain the ASP Advantage

Is Schwab Retirement
Technologies ASP Solution

Right for You?

Charles Schwab Corporate Services (SCS) provides services to retirement plan sponsors and participants through Charles Schwab & Co., Inc.., The Charles Schwab Trust Company (CSTC), Schwab Retirement Plan Services, Inc. and Schwab Retirement Technologies, Inc.® (Schwab RT). SCS also provides equity compensation plan services and other financial and retirement services to corporations and executives. These entities are affiliates of each other and are wholly owned subsidiaries of The Charles Schwab Corporation.

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