ERISA app for iPhone and iPad

4.6 ( 4976 ratings )

Finance Business
Developer: Schwab Retirement Technologies Inc.

Free

Current version: 1.9, last update: 9 months ago
First release : 04 Jan 2023
App size: 21.61 Mb

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