From Schwab Workplace Services

BIO

Timothy Krajcik (left) is a communication consultant with Schwab Workplace Services. He has been with Schwab in that division for 19 years and specializes in consulting with large plan sponsors that have diverse populations to develop their customized engagement and communication programs. He earned a Bachelor of Arts from Miami University and a Master of Science in marketing from the University of Cincinnati.

Thomas Schafer (right) is a senior client service manager with Schwab Workplace Services. He has been in the retirement plan industry and with Schwab since 1996. Schafer has extensive knowledge as to resolving daily administrative and recordkeeping issues, interpreting plan documents, assisting others in understanding Internal Revenue Code and Employee Retirement Income Security Act regulations, and reviewing and providing consultations relating to plan-discrimination-testing results. He graduated with honors from The University of Akron with a degree in accounting.

NOMINATOR COMMENTS

A biotechnology company said: “Tim managed participant education for our plan. He has been extremely thoughtful about what tools and resources would work best for our employees. He was part of the team to develop a personalized enrollment guide that had the look/feel of our company, and he really thought outside the box to deliver a superior guide. He has provided suggestions about different groups to deliver targeted communications to bump up employee participation.

“Tom is readily available to help with any questions or items we need to address, such as plan changes, a correction needed due to a payroll error, participant issues, etc. Whatever the concern, he is available and will stay engaged and ensure the issue is resolved or completed. Recently, we changed several of our investment options, and he made certain all documents were prepared correctly; he kept on top of the status to ensure funds were added to the platform and all documents were accurately executed. That’s just one example of where, I think, as a client manager, he has gone above and beyond to keep our plan running smoothly, in compliance and managed efficiently.”