What's New in Schwab Workplace Retirement Mobile 11.5 Contribution Rate feature updates for Secure Act Various technical enhancements Feature availability depends on both plan and participant settings.

What's New in Schwab Workplace Retirement Mobile 11.4 Enhanced enrollment experience for new eligible retirement plan participants

What's New in Schwab Workplace Retirement Mobile 11.3 Enhanced enrollment experience for new eligible retirement plan participants Various technical enhancements Feature availability depends on both plan and participant settings. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan. ©2025 Schwab Retirement Plan Services, Inc. All rights reserved. (0622-2PS3)

What's New in Schwab Workplace Retirement Mobile 11.2 Contribution rate messaging updates Various technical enhancements and minor bug fixes Feature availability depends on both plan and participant settings. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan. ©2025 Schwab Retirement Plan Services, Inc. All rights reserved. 0622-2PS3

What's New in Schwab Workplace Retirement Mobile 11.1.0 • My Retirement Progress™ enhanced look and feel • Various security enhancements and minor bug fixes Feature availability depends on both plan and participant settings. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan. ©2025 Schwab Retirement Plan Services, Inc. All rights reserved. (0622-2PS3)

What's New in Schwab Workplace Retirement Mobile 10.5.0 • New account overview screen experience • Enhanced feature experiences for contribution rate, investment instructions, loans, and personal performance • Various security enhancements and minor bug fixes Feature availability depends on both plan and participant settings. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan. ©2024 Schwab Retirement Plan Services, Inc. All rights reserved. (0622-2PS3)

What's New in Schwab Workplace Retirement Mobile 10.4.0 • Support for dark mode. • Link to My Financial Guide on the overview page. • Various security enhancements and minor bug fixes Feature availability depends on both plan and participant settings. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan. ©2024 Schwab Retirement Plan Services, Inc. All rights reserved. (0622-2PS3)

What's New in Schwab Workplace Retirement Mobile 10.3.0 • Support for dark mode. • Link to My Financial Guide on the overview page. • Various security enhancements and minor bug fixes Feature availability depends on both plan and participant settings. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan. ©2024 Schwab Retirement Plan Services, Inc. All rights reserved. (0622-2PS3)

What's New in Schwab Workplace Retirement Mobile 10.3.0 • Support for dark mode. • Link to My Financial Guide on the overview page. • Various security enhancements and minor bug fixes Feature availability depends on both plan and participant settings. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan. ©2024 Schwab Retirement Plan Services, Inc. All rights reserved. (0622-2PS3)

What's New in Schwab Workplace Retirement Mobile 10.1.0 • Support for dark mode. • Link to My Financial Guide on the overview page. • Various security enhancements and minor bug fixes Feature availability depends on both plan and participant settings. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan. ©2024 Schwab Retirement Plan Services, Inc. All rights reserved. (0622-2PS3)

What's New in Schwab Workplace Retirement Mobile 10.1.0 • Support for dark mode. • Link to My Financial Guide on the overview page. • Various security enhancements and minor bug fixes Feature availability depends on both plan and participant settings. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan. ©2024 Schwab Retirement Plan Services, Inc. All rights reserved. (0622-2PS3)

What's New in Schwab Workplace Retirement Mobile 9.1.2 • Support for dark mode. • Link to My Financial Guide on the overview page. • Various security enhancements and minor bug fixes Feature availability depends on both plan and participant settings. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan. ©2023 Schwab Retirement Plan Services, Inc. All rights reserved. (0622-2PS3)

What's New in Schwab Workplace Retirement Mobile 9.1 • Support for dark mode. • Link to My Financial Guide on the overview page. • Various security enhancements and minor bug fixes Feature availability depends on both plan and participant settings. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan. ©2023 Schwab Retirement Plan Services, Inc. All rights reserved. (0622-2PS3)

What's New in Schwab Workplace Retirement Mobile 9.1 • Support for dark mode. • Link to My Financial Guide on the overview page. • Various security enhancements and minor bug fixes Feature availability depends on both plan and participant settings. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan. ©2023 Schwab Retirement Plan Services, Inc. All rights reserved. (0622-2PS3)

What's New in Schwab Workplace Retirement Mobile 8.10.1 • Various security enhancements and minor bug fixes Feature availability depends on both plan and participant settings. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan. ©2022 Schwab Retirement Plan Services, Inc. All rights reserved. (0622-2PS3)

What's New in Schwab Workplace Retirement Mobile 8.10 • Various security enhancements and minor bug fixes Feature availability depends on both plan and participant settings. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan. ©2022 Schwab Retirement Plan Services, Inc. All rights reserved. (0622-2PS3)

What's New in Schwab Workplace Retirement Mobile 8.9.3 • New look and feel for My Retirement Progress feature • Various security enhancements and minor bug fixes Feature availability depends on both plan and participant settings. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan. ©2022 Schwab Retirement Plan Services, Inc. All rights reserved. (0622-2PS3)

What's New in Schwab Workplace Retirement Mobile 8.9.2 • New look and feel for My Retirement Progress feature • Various security enhancements and minor bug fixes Feature availability depends on both plan and participant settings. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan. ©2022 Schwab Retirement Plan Services, Inc. All rights reserved. (0622-2PS3)

What's New in Schwab Workplace Retirement Mobile 8.9.1 • New look and feel for My Retirement Progress feature • Various security enhancements and minor bug fixes Feature availability depends on both plan and participant settings. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan. ©2022 Schwab Retirement Plan Services, Inc. All rights reserved. (0622-2PS3)

What's New in Schwab Workplace Retirement Mobile 8.9 • New look and feel for My Retirement Progress feature • Various security enhancements and minor bug fixes Feature availability depends on both plan and participant settings. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan. ©2022 Schwab Retirement Plan Services, Inc. All rights reserved. (0622-2PS3)

What's New in Schwab Workplace Retirement Mobile 8.8.2 • Various security enhancements and minor bug fixes Feature availability depends on both plan and participant settings. Apple, the Apple logo, iPad, and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan. ©2022 Schwab Retirement Plan Services, Inc. All rights reserved. (0420-06SA)

What's New in Schwab Workplace Retirement Mobile 8.8.1 • Various security enhancements and minor bug fixes Feature availability depends on both plan and participant settings. Apple, the Apple logo, iPad, and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan. ©2022 Schwab Retirement Plan Services, Inc. All rights reserved. (0420-06SA)

What's New in Schwab Workplace Retirement Mobile 8.8 • Various security enhancements and minor bug fixes Feature availability depends on both plan and participant settings. Apple, the Apple logo, iPad, and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan. ©2022 Schwab Retirement Plan Services, Inc. All rights reserved. (0420-06SA)

What's New in Schwab Workplace Retirement Mobile 8.7 • My Profile Enhancements • Participants can view email, phone, and mailing address. • Eligible participants can update phone and mailing address. • Minor bug fixes Feature availability depends on both plan and participant settings. Apple, the Apple logo, iPad, and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan. ©2021 Schwab Retirement Plan Services, Inc. All rights reserved. (0420-06SA)

What's New in Schwab Workplace Retirement Mobile 8.6 • Various security enhancements and minor bug fixes. Feature availability depends on both plan and participant settings. Apple, the Apple logo, iPad, and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan. ©2021 Schwab Retirement Plan Services, Inc. All rights reserved. (0420-06SA)