Clay Alliston

Vice President, Schwab Retirement Plan Services About me: See disclosures in link below.

[Clay Alliston @ClayAllistonCS]

Social media scams are on the rise, and we want to ensure you are protected. Learn more about the warning signs. https://t.co/GxCPEujeRK #InvestmentScams #CyberSecurity

[Clay Alliston @ClayAllistonCS]

As you plan for the 2024 tax season, now may be a great time to consider your strategy for charitable giving. Let's take a look at your options and the tax implications for both you and the charity. 🎁 https://t.co/zgOWmzHPn0 #charitablegiving #taxplanning

[Clay Alliston @ClayAllistonCS]

More defined benefit and deferred compensation capabilities

We’re excited to announce that we’re working with Conduent (defined benefit) and Newport (deferred compensation) to build out our service offering. See the press release. https://t.co/ee9hipZtEc

[Clay Alliston @ClayAllistonCS]

Individualized services for diverse financial needs—all part of an experience designed for your employees. https://t.co/oBuupFBaOp

[Clay Alliston @ClayAllistonCS]

For the 6th year in a row, we received the most Best-in-Class awards of any qualifying plan provider rated according to PLANSPONSOR. https://t.co/WqOhfBrDMr

[Clay Alliston @ClayAllistonCS]

We’re proud to have received the most Best-in-Class awards for plans over $1B in assets for the 2nd year in a row according to PLANSPONSOR. Woo & Hoo https://t.co/WqOhfBrDMr

[Clay Alliston @ClayAllistonCS]

Join us for a discussion about how NQDC plans and other methods can help executives work towards their retirement goals and overall financial wellness. https://t.co/edEsmq2RqI

[Clay Alliston @ClayAllistonCS]

We never get tired of hearing that our "Through Clients' Eyes" strategy works. We’re honored that Schwab Retirement Plan Services earned the highest ranking in Participant Satisfaction with Retirement Plan Digital Experiences according to J.D. Power. https://t.co/SC7j86nSDu

[Clay Alliston @ClayAllistonCS]

Each new generation brings with it its own challenges, preferences and priorities that help shape the workplace and can create management issues for business leaders. Gen Z— those born between 1997 and the early 2000s—are no different, but how and why? https://t.co/uIyGt2YWm7

[Clay Alliston @ClayAllistonCS]

Today is a day of remembrance and a day of honor. #neverforget

[Clay Alliston @ClayAllistonCS]

Brian Bender, head of Schwab Retirement Plan Services, discussed the importance of retirement plans from both the participant and employer in his keynote at 2022 PLANSPONSOR National Conference a few weeks ago. Learn more in this summary article. https://t.co/L5iNHul020

[Clay Alliston @ClayAllistonCS]

Rob Williams, managing director at Charles Schwab, said he "discourages savers from borrowing or withdrawing funds from their retirement savings accounts to pay for a child’s education." Learn why here: https://t.co/DQm4NAQUDf

[Clay Alliston @ClayAllistonCS]

Despite pricing and social pressures, you can still have a memorable and beautiful wedding without breaking the bank. This week's Ask Carrie offers creative ideas on how you can have an "Instagrammable wedding" your way and on your budget. #AskCarrie https://t.co/zwiJvjqvSm

[Clay Alliston @ClayAllistonCS]

This Elder Abuse Awareness Month, I've made it a point to learn how to recognize the common scams being used by criminals. You can educate yourself and your loved ones with short videos and more from SchwabSafe. #EAAM https://t.co/X59nrhhfOL

[Clay Alliston @ClayAllistonCS]

In this episode of Choiceology, we look at decisions under pressure and how our thinking process is affected by stress. https://t.co/cKR1IQy6wM

[Clay Alliston @ClayAllistonCS]

Summertime equals busy schedules and changes of routine. Proud of my kids and the love they share for each other

[Clay Alliston @ClayAllistonCS]

Happy Memorial Day!

[Clay Alliston @ClayAllistonCS]

Some days deserve a special place in your memory bank. Happy Easter!

[Clay Alliston @ClayAllistonCS]

Luckiest dad in the world! Happy St. Patrick’s Day ☘️

[Clay Alliston @ClayAllistonCS]

Never again! I am ridiculously excited.