Charles Schwab Retirement Business Services is a leading provider of unbundled trust, custody, and clearing services for independent retirement plan providers, including recordkeepers and retirement advisors. Retirement Business Services offers directed trust and custody services from Charles Schwab Trust Bank® and brokerage products and services from Charles Schwab & Co., Inc., our registered broker-dealer—and delivers integrated, flexible solutions with open architecture and transparent pricing and reporting for employee benefit plans of all sizes. Through innovative trading and sophisticated technology platforms, Retirement Business Services offers solutions that make recordkeeping seamless and efficient. Services are bundled to provide comprehensive support for 401(k), profit sharing, money purchase, defined benefit and other qualified plans, as well as nonqualified plans. For more information, contact Schwab at 877-456-0777.
Matt has also spent time in our Advisor Services group, assisting our Registered Investment Advisor clients with paperwork, processes, procedures and compliance situations. In this role Matt served as the subject matter expert in Retirement Plans and Alternative Investments and was the main point of contact for multiple RIA Firms totaling over $2B in AUM at Schwab.
Matt currently works on the Schwab Retirement Network team where he consults with Advisors and Plan sponsors on what Schwab has to offer in the retirement and HSA space. Matt is well versed in what type of plans are best fit for advisors and their end clients as well as able to assist those advisors that are looking to grow in the retirement space with marketing material and prospecting lists.
Credentials:
AIF® - Accredited Investment Fiduciary®
FINRA – Series 6, 63,7, 9,10
