Advantage 2005

Schwab Retirement Technologies ASP Solution …. Is it Right for You?
Kristin Studioso, Director, Schwab ASP Operations Trent Wilson, VP, Schwab Technology - Schwab Retirement Technologies®

Introductions
 Schwab Retirement Technologies •  Kris Studioso
-  Director - ASP Operations

•  Trent Wilson
-  VP - Schwab Technology

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

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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

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Why ASP?
Self-Contained ASP Heavily Outsourced

  Move towards

Customer

Customer

Customer

Recordkeeping

Recordkeeping

Recordkeeping

Technology

Technology

Technology

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

CONTINUUM

OUTSOURCE

IN-HOUSE

CORE COMPETENCY

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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

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Customizable & 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

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Hardware Environment

Admin User Citrix Gateway Citrix Servers SQL Server CSR

Sponsor

Web Servers PAS Servers

Pervasive Server

Participant

Phone Line

Voice Servers 8

Schwab RT ASP
 Currently: •  23 clients •  3,500+ plans •  370,000+ active participants •  900,000 total participants

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Gain the ASP Advantage !

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Schwab Retirement Technologies ASP Solution …. Is it 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.

2005 Schwab Retirement Plan Services, Inc. All rights reserved. (0805-6672)

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