Team Coudriet

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Across
  1. 6. Aviana's dad
  2. 7. Atlas' Mom
  3. 8. hot sauce connoisseur AKA as our director, CS&S Participant services
  4. 10. The percentage of an employee paycheck that is contributed to their retirement plan.
  5. 14. Siblings who work at Schwab
  6. 21. A contribution an employer chooses to make in their employees’ retirement plan.
  7. 22. A person or entity you choose to receive your financial assets when you die.
  8. 24. Our hocking hills hike leader
  9. 26. A terminated employee with less than a $5,000 vested balance in their company retirement plan may be forced to take their money out of the plan.
  10. 27. She'll serve you the best customer service @Schwab
  11. 28. Keeps track of plan assets, contributions and investments. Additionally, they prepare various financial reports and participant statements.
  12. 29. New York, New York
  13. 30. She's engaged when talking about deferrals
Down
  1. 1. A brokerage account within a participant retirement account which allows an individual to select investments outside the scope of the employer’s core investment offerings.
  2. 2. Schwab's homepage
  3. 3. Safe harbour reasons
  4. 4. The Knowledge Center guru
  5. 5. Unlocking information, searching for the "ask/need"
  6. 9. Plan Description A detailed guide discussing how a retirement plan works and its benefits to the employee required by ERISA-governed plans to be distributed to participants.
  7. 11. After tax contributions
  8. 12. Mustache queen
  9. 13. "Own your tomorrow"
  10. 15. topographic name derived from Old French 'hazel tree'
  11. 16. As a dedicated dissectologist, she can complete a 1,000-piece puzzle in no time
  12. 17. GO BLUE
  13. 18. Transfer of an individual’s retirement account from one employer to another.
  14. 19. EST 1971
  15. 20. Ripping unskeddy as needed
  16. 23. Gives employees ownership interest in their company with company stock shares.
  17. 25. AKA YV
  18. 27. Stat Master
  19. 28. CEO