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Charles Schwab Trust Bank Collective Investment Trust target date solutions

Pooled target date solutions exclusively for qualified retirement plans.

What we offer

We offer access to a diverse selection of target date solutions for qualified retirement plans, utilizing sub-advisors to provide institutional-caliber investment management to plan participants. The collective investment trusts are maintained by Charles Schwab Trust Bank; Charles Schwab Investment Management has assisted in their management since 2002.1

Collective investment

Our approach

We take a client-first approach, focused on recognizing and reducing risks along the way to retirement and beyond. The products are built with a carefully designed and balanced glide path, with both asset class and investment manager diversification, and use industry-recognized sub-advisors to provide institutional investment management benefits to plan participants.

Learn more about collective investment trusts at schwabtrustbankcollectives.com

Differentiators

  • Real-world glide path
  • Holistic portfolio construction
  • Comprehensive risk management

Benefits

  • Designed to help investors and plan participants stay invested across market conditions
  • Seek to minimize behavioral and investment risks throughout the investment cycle
  • Low costs

Advisor tools

Use these financial tools to gain more comprehensive insight into investment products.

Fee impact simulator

Use the fee impact simulator to see the long-term effects of pricing on a portfolio.

Fund explorer

Help your clients get exceptional value from their investments with the fund explorer.

Featured Collective Investment Trusts

Investment Insights

Participants in defined contribution plans often misallocate their equity exposures if left to their own asset-allocation decisions, based on our work with investors. Learn more with this infographic.

Charles Schwab Trust Bank Schwab Managed Retirement Trusts™

A combination of over 20 underlying non-proprietary active and passive strategies. Available for qualified retirement plans only.