Interested in having FSI manage your active 401k?
If your company uses Charles Schwab as its platform, we can likely help today thanks
to our existing institutional relationship with Schwab.
If Charles Schwab is your 401k administer and your company makes the Personal Choice Retirement Account (PCRA) available to you, FSI can actively manage your 401k while you’re still working and contributing!
Click here for more on how FSI’s unique investment approach delivers value to these type of retirement accounts.
Ready for FSI to manage your Schwab 401k?
We have a secure online form where you can submit the information we'll need to create all of the required paperwork to manage your Schwab PCRA. When it's ready, we'll send you a request for a quick e-signature and you're done.I'm Ready
Still Have a Few Questions?
We'd be happy to set up a time to discuss how FSI can help with your Schwab 401k.Make An Appointment Online
Current 401k not at Schwab? Help us figure out which platform to add next to best serve our clients: