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Schwab To Offer GuidedChoice Retirement Advice

By Staff Writer

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NU Online News Service, Sept. 8, 2003, 12:45 p.m. EDT – Charles Schwab & Company Inc., San Francisco, has agreed to offer investment advice services from GuidedChoice Asset Management Inc., San Jose, Calif., to members of defined contribution retirement plans run by its Schwab Retirement Plan Services Inc. unit.

Participants will be able to get customized advice from GuidedChoice through the Web, the telephone or in-person appointments, Schwab says.

The service will give participants specific advice about which investment funds to choose, and it will give participants an option to use a service that will automatically rebalance their accounts, Schwab says.

GuidedChoice will also monitor participants’ investments.