Getting Started

How Do I Enroll In My Company's 401(k) Plan?

Step-by-step enrollment and account set-up video

Understanding Your 401(k) Plan's Eligibility Requirements

Explains how to identify your 401(k) plan’s eligibility requirements and determine whether you meet them.

Understanding Automatic Enrollment in Your 401(k) Plan

Explains what automatic enrollment is, how auto-escalation works and how employees can opt-out of auto-enrollment or change their elections.

Using a Self-Directed Brokerage Account (SDBA) in Your 401(k)

Learn how to open, manage, or close a Schwab PCRA brokerage account within your 401(k), including Roth and employer contributions, fees, and processing timelines.

Who Are the Parties Involved in Servicing My 401(k) Plan?

Explains how to identify the key parties involved in servicing your 401(k) plan—such as the plan administrator, trustee, recordkeeper, custodian, and third party administrator—and understand what each role does.