Compliance Questionnaire Help Guide
Fidelity Bonds for Your Retirement Plan
Fixing Common Plan Mistakes
What if I own multiple companies?
Changing Bank Accounts
Funding Contributions from Multiple Bank Accounts
Viewing Employee Contribution Rates
What if my payroll provider doesn't transmit my data to ERISA for me?
Which payroll providers does ERISA support?
Getting Started as a Plan Administrator
Plan Setup Guide for New Defined Contribution Plans
Portal User Guide
Terminating a Plan
Who do I contact for support?
Divorce and Retirement Accounts - Qualified Domestic Relations Order (QDRO)
How do I request my distribution?
Required Minimum Distribution (RMD)
How do I know how much is available for a loan?
How to Make Extra Payments on Your Retirement Plan Loan
How to Pay Off Your Retirement Plan Loan
How to Request a Loan
How to Take a Loan from Your Retirement Account
Loan Repayment Requirements
Managing Your Account
Adding a Beneficiary
How do I roll money from another retirement account into my retirement account with ERISA?
Understanding Your Plan's Expenses
Saving for Retirement
Book a Retirement Planning Session
Updated by Chandler Julian
You can make a one-time payment or extra payments on your retirement plan loan by sending in a check, initiating an ACH push, or wiring money to the plan’s custodial account at Charles Schwab Bank. Once the payment has arrived, we will process your loan payoff and you will see the update reflected in your online account.
If you're sending in a check, use the following check payable and mailing instructions...
Make Check Payable To: Charles Schwab Bank, Acct # [Your Plan's Account Number],FBO [Your First & Last Name]
Regular Mailing Address: Charles Schwab Bank, P.O. Box 81686, Austin, TX 78708
Overnight mailing address: Charles Schwab Bank, 2309 Gracy Farms Ln. Austin, TX 78758
Contact us if you're unsure about your plan's account number and for ACH or wire instructions.