Document number: 18504

 

 

If you are a U.S. employee and you would like to view or change your 401k contribution or fund allocation, follow the steps below to log in to www.schwabplan.com. Employees of all other countries will need to contact their HR Representative.

1. Go to www.schwabplan.com.

2. Click Participant.

3. Enter your User ID and PIN, then click Login.

First time users: Your user ID is your Social Security Number and your password is your birth date (mmdd). You will be prompted to reset your PIN to a unique PIN number.

4. Once you log in, you can perform the following tasks through the Plan Services section:

   • Change your contribution percentage

   • Change allocation of existing funds

   • Change allocation of future contributions

For additional information on 401k plans, see the Human Resources 401k site on Planet PeopleSoft.

 

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2004 All rights reserved.
Created: jw 08/10/2004
Revised: jw 08/19/2004
Reviewed: 08/19/2004