Savings Fundamentals
The first Schwab Savings Fundamental
What is getting the full company match
The amount Schwab contributes to an employee's 401k for the first $250 contributed
What is $500
This is the ticker symbol for Charles Schwab & Co., Inc.
What is SCHW
This number is considered excessive for absence occurrences
What is 3
This Team Fun legend is now a manager on the evening shift
Who is Brandie Harris
Most common non-verbal cue to lead to a savings fundamentals conversation
What is contributing below the company match
Name of the advice offering in the plan
Who is Morningstar
This is the largest ETF by Assets ($)
What is the Vanguard S&P 500 (VOO)
This is a document employees use to identify career goals and action plans
What is an IDP (Individual Development Plan)
I was once a proud member of Team Fun, now I manage the new Bee Cave, Texas Schwab Branch
Who is Hoanmy (Dinh) Nguyen
With no debt and getting the full co. match, Mrs Jones should focus on what next?
What is build an emergency fund of 3-6 months of expenses
This feature allows participants to convert funds to Roth dollars
What is the In-Plan Roth Rollover
This company has the largest Market Cap in the U.S.
What is NVIDIA
This is the site to view open roles within the company
What is Jobs @Schwab
Originally from Ohio, this former Team Fun alum once drove their car into the Kinross Lakes
Who is Alyssa Parker
This tool can help a participant determine the impact the contribution level has to their paycheck
What is the Take-Home Pay Calculator
This is the maximum the company allows you to contribute from your salary
What is 50%
The most expensive stock by share price
What is Berkshire Hathaway Class A
This is the maximum cap on accrued vacation time
What is 200 hours
This is the current Team Awesome GADS goal
What is 98% CSAT
The last (8th) saving fundamental
What is "Keep investing"
The maximum an employee can direct towards company stock
What is 20%
This company had a stock price decline from $720 to $2 between 2000 - 2001
What is Enron
This is the only holiday the stock market is closed that Schwab branches and PS are open
What is Good Friday
This team member currently has 843 sick hours accrued
Who is Chad Kilpatrick