Understanding Money Market Fund Reform

Welcome to this On-Demand webcast replay.

Charles Schwab Bank is committed to providing you and your clients with the resources and information you need to navigate the changes resulting from the SEC’s newly enacted Money Market Fund Reform regulations for mutual funds, which are effective in 2016.

To help you understand and comply with these new regulations, we invite you to join us for an important webcast that will provide you with essential information regarding Money Market Fund Reform and how it impacts you and your clients. The webcast will provide:

  • Insight into the SEC’s regulations
  • Response from Charles Schwab Investment Management about Money Market Fund Reform
  • Information on your role in complying with the new rules
  • Remediation options you may need to consider
  • Timeline of events and communications to support reform at Charles Schwab Bank
  • Impacts to operations and new processes at Charles Schwab Bank to help you comply with the new regulations

We hope that you can join us for this opportunity to learn more about Money Market Fund Reform and how it impacts your business as retirement plan service providers.

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Rick Holland

Vice President, Head of Money Market and Active Fixed Income Funds, Product Management, supporting Charles Schwab Investment Management*

Hank Rosenblum

Managing Director of Client Experience, Charles Schwab Bank