Schwab RT. New Website for Sponsors & Advisors Q&A Forum. December 17, 2015

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1 Schwab RT New Website for Sponsors & Advisors Q&A Forum December 17, 2015

2 Speakers Ben Lee Cathy Whisonant

3 Agenda Implementation & Transition Roadmap January 2016 Deliverables Browser and Tablet Update Resources Q&A Forum

4 Implementation & Transition Roadmap 3

5 Requesting New URLs You may request the new web URLs via the Client Services portal at schwabrt.com 42% of clients have already requested access to the new websites! 4

6 Transition Schedule Transition All Users November 2015 New site runs in parallel with legacy site Single Sign-On between SRT applications still navigates to legacy site Link on participant login Link from SchARP Alerts & URLs in s Notify Sponsors and Advisors to manually launch new site Implementation User Choice Target January 2016 Clients elect to use new site exclusively Single Sign-On between SRT applications navigates to new site Link on participant login Link from SchARP Alerts & URLs in s Legacy URL site bookmarks will redirect to new URL site Implementation All Users Target Summer 2016 All clients turned on to use the new site exclusively Support available only on the new site, except for Call Center inquiries which resides only on the legacy site 5

7 January 2016 Mini Update To address priority issues and the ability to support the following features: Direct users using the Sponsor/Advisor links from the participant website back to the new Sponsor and Advisor website. Return users back to the new Sponsor and Advisor website from SchARP. Single sign-on directly into the new Sponsor and Advisor website from your (or your sponsor s) corporate sites. Direct users to specified web page (other than the login page) upon logout. Direct users to the new Sponsor and Advisor website from a link in an . Note: To ensure a seamless user experience, we recommend that you plan your broader rollout to clients to occur after this mini update is implemented. 6

8 Transition Best Practices Take time to set up, customize, familiarize yourself with the new website features and determine your rollout approach while your clients continue using the legacy website. Include a small group of trusted sponsors and advisors to actively use the new website over the next 60 days. Use the Customer Portal to submit questions, feedback, ideas and to report any issues. Reminder: The "advisor" role can be configured to plans assigned to a relationship manager within your own firm, or assigned to all plans as an owner or principal in your firm. 7

9 New Customization Tools Your existing sponsor/advisor skins, menus, and content will not transfer to the new site. If you wish to customize the default appearance of the site, you must use the new options in the Administration section of the new site. Note: For more information on using the new Skin Manager and Navbar Manager, see Appendix B of the Plan Sponsor/Plan Advisor User Guide. 8

10 Customization Procedure - Summary To customize the default appearance of the new site: 1. Logon to the new sponsor/advisor site and open the Administration tab. Note: To access the new Administration options, your security profile must include the Schwab RT Admin system. As a best practice, sponsors and advisors should not be given access to the Administration section of the site. 2. Use the Skin Manager option to create new skins or edit a copy of the default skin provided with the new site. Sponsors and advisors can use the same skin. 3. Use the Navbar Manager option to customize the menu options on the new site. For the initial release, only one menu can be created for sponsors & one for advisors. Note: Other than menu and submenu names, no other page content can be modified on the new sites. 9

11 Customization Assigning Skins After you have customized the skins on the new site, you must assign them to the appropriate sponsor or advisor using the Plan Sponsor or Financial Advisor Template Options in Schwab RT Admin Security Schwab RT Admin Note that only the skin field is added for the new site, separate from the template assignments (skin and menu) for the legacy site. 10

12 Security Assignments (Schwab RT Admin) User assigned to this system Plan Sponsor Web Financial Advisor Web Plan Sponsor Web and Financial Advisor Web Plan Sponsor Web & SchARP, with Payroll Roles Plan Sponsor Web & SchARP, with Loan Roles Will be logged on to Plan Sponsor Dashboard Plan Advisor Dashboard Plan Advisor Dashboard Plan Sponsor Dashboard with Payroll task list & single sign-on to SchARP Payroll Plan Sponsor Dashboard with Loan task list & single sign-on to Loan Payroll 11

13 Validating Custom Reports (Reports I ve Requested) We recommend that you fully test any custom reports that you have created where users can request and publish custom Crystal Reports to the Report Center. This is to validate if the parameters you are using in your custom reports respond with the results you are expecting. Please provide details and a copy of the Crystal Report through the Customer Portal if you encounter any issues with your custom reports. 12

14 Browser and Tablet Update 13

15 Browser Requirements UPDATED 12/10 14

16 Tablet Support Update In Progress: Testing of new website using ipad in landscape mode. Addressing issue with downloading reports to PDF and Excel. We encourage you review the website using an ipad during the orientation and welcome your feedback through the Customer Portal. 15

17 Resources 16

18 Resources (schwabrt.com) 17

19 Q & A Forum 18

20 Rollout Tips 14

21 Thank you The Charles Schwab Corporation provides services to retirement plans and participants through its separate but affiliated subsidiaries: Charles Schwab & Co., Inc., Charles Schwab Bank, Schwab Retirement Plan Services, Inc., Schwab Retirement Plan Services Company and Schwab Retirement Technologies, Inc. (Schwab RT). Schwab RT is engaged in developing and licensing proprietary retirement plan recordkeeping systems to independent Third Party Administrators. Trust, Custody and Deposit products and services are provided by Charles Schwab Bank Schwab Retirement Technologies, Inc. All rights reserved.