ERISA 4+

ERISA 401k Consultants

Schwab Retirement Technologies Inc.

Designed for iPad

    • Free

Screenshots

Description

Keep your retirement account within reach with the mobile benefits app from ERISA.


FEATURES
• Use biometrics to log in conveniently and securely
• Check balances, portfolio performance, and recent transactions
• View and update investment elections
• Snap photos of documents and upload them securely to the plan administrator
• Get a retirement income forecast
• Research investment performance
• Manage beneficiaries and other profile information

What’s New

Version 1.12

Secure File Upload feature enhanced for new operating systems
Resolved generic error occasionally seen during Two-Step Verification
Resolved error on Investment Elections not allowing some users to submit updates
General app usability and performance improvements

App Privacy

The developer, Schwab Retirement Technologies Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Contact Info
  • Identifiers

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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