1. Schwab Retirement Technologies® (Schwab RT) Product Strategy Update
Benjamin Lee
Director, Product and Technology Initiatives, Schwab Corporate & Retirement Services (SCRS)
November 2008
Schwab Confidential

2. Schwab RT Product Strategy Update
Agenda
2008 Review
2009 Preview
Other Schwab RT Priorities

3. Schwab RT Product Strategy Update
2008 Review—Release 2.6

4. Schwab RT Product Strategy Update
2008 Review—Release 3.0

5. Schwab RT Product Strategy Update
2008 Proposed
*Charles Schwab Trust Company is a division of Charles Schwab Bank.

6. Schwab RT Product Strategy Update
2008 Proposed—Schwab Corporate Initiatives

7. Schwab RT Product Strategy Update
2008 Proposed—Other Schwab RT Priorities

8. Schwab RT Product Strategy Update
2008 Proposed—Other Schwab RT Priorities

9. Schwab RT Product Strategy Update
2009 Preview—Release #1

10. Schwab RT Product Strategy Update
2009 Preview—Release #2

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12. Schwab RT Product Strategy Update
Closing Remarks
Questions?