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Charles Schwab
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Active 403(b) Payroll Slots

Employers for which Charles Schwab & Co., Inc (aka: Charles Schwab) is Eligible to Receive 403(b) Contributions, Exchanges, Rollovers and Transfers:

Important: The list below represents those Employers in whose 403(b) Plans Charles Schwab holds an Inactive Payroll Slot:

Employers for which Charles Schwab is an Orphaned 403(b) Vendor

Plans for which Charles Schwab received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has none after 2008:

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Employers for which Charles Schwab is a Deselected 403(b)Vendor

Plans for which Charles Schwab held an Active or Inactive Payroll Slot and received contributions after 12/31/2008, but is no longer eligible to receive contributions in the plan:

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Employers for which Charles Schwab is a Grandfathered 403(b) Vendor

Employers for which Charles Schwab is a Grandfathered Contribution Vendor:

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Important: The list below represents those Employers in whose 403(b) Plans Charles Schwab is classified as a Grandfathered Exchange 403(b)Vendor:

  • End of List