The Schwab Personal Choice Retirement Account®

We provide open market access to your 401k plan which allows for greater control and flexibility. Without the restriction of your mutual fund menu we have the ability to develop an investment strategy that is custom fit to your individual situation, goals and feelings. Our primary focus is to preserve your wealth using a strategy we built specifically for risk management inside retirement plans. Learn more at one of our monthly luncheons.

Monthly Office Lunches

We host lunches every month in the offices listed below where we show you how to do the following in your 401k plan: Gain flexibility and experience greater control in all market environments. Access the open markets and select investments that are not listed on your plan menu. Appoint for yourself an authorized third party to manage all aspects of your desired investment strategy. (Even if you’d like to do this for yourself we’d be happy to help you.)

Should you invest right now? Find out with our Game Plan.