What you need to know
Reaching financial goals can be tough when you’re balancing your daily expenses and saving for the future. Don’t go it alone. Tap into resources available to you through Charles Schwab’s Learning Center.
Visit the Learning Center
Follow these steps to access the Learning Center:
- Log in to your PayPal 401(k) Savings Plan account at workplace.schwab.com.
- Select the Learning Center tab, then My Learning.
The Learning Center offers videos, documents, podcasts, and other resources to help you manage and plan your retirement savings. While you’re there, take the Schwab MoneyWise® financial fitness quiz. Answer 18 short questions to learn your financial fitness score and get a personalized list of your next steps.
Plus, get investment advice for your retirement planning needs through Morningstar Investment LLC, a third-party registered investment adviser.
Need a more personal touch?
Sometimes you need a live person to talk through your savings goals. Just log in to your account or call Schwab Participant Services at 800-724-7526 to connect with a financial coach who can help you figure out the best next steps for your situation.
All U.S. employees have access to these great tools and resources via Single Sign On by going to the Bridge > HR Hub > Quick links > Access 401(k) Account—even if you aren’t enrolled in the 401(k)!