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