• “Their innovative and knowledgeable approach to retirement plans and financial planning has been an important component of the benefits we offer our employees.”
     K. Adams, COO
     Emergency Physicians Medical Group

 

  

 

Website Access

All participants have access to their account via the website at www.schwabplan.com.  Each participant can view their account balances, look at their investment allocations, change their investment allocations, apply for a loan, get financial planning advice, analyze investment returns, research stocks and bonds and perform several other functions.A sample account can be set up for you to investigate the functions of the Schwab website.  Just call Chris Renner at MedAmerica Financial Services @ (800) 842-2808.
 

 

 

 

  

 

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