Investment Option Tier 3 – Schwab Personal Choice Retirement Account (PCRA)

The Self Directed Investment Account is offered through the Schwab PCRA, which provides participants with access to over 3,200 mutual funds and Exchange Traded Funds. PCRA is made available through the Plan, as plan sponsor and Schwab (member SIPC/NYSE), as the Self Directed Investment Account provider.

The Plan allows participants to direct investments to many mutual funds and ETFs, with the exception of mutual funds offered as a core investment option under the Plan and tax-exempt mutual funds.

Is a Self Directed Investment Account the right choice?

Schwab’s Self Directed Investment Account Handbook has a series of questions and answers designed to help participants decide if the freedom and responsibility of selecting and managing their own investments is right for them.

Get the help you need

To see an overview of all Plan investment options, read the Guide to Investment Options (PDF), talk to the HELPLINE, or meet with your Account Executive.

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