Executive Vice President, Schwab Retirement Plan Services
Catherine Golladay heads Schwab Retirement Plan Services, which administers retirement plans for 1.6 million individuals through the workplace, including 401(k) plans, profit-sharing plans, defined benefit plans, and nonqualified plans. The primary Schwab Retirement Plan Services operational centers are located in Richfield, Ohio; Austin, Texas; and Phoenix, Arizona.
Golladay has been with Charles Schwab since 1996 and was most recently senior vice president and chief operating officer of Schwab Retirement Plan Services, leading participant services, operations, relationship management and national business development.
Golladay has been serving retirement plan clients since 1990 and has held management positions in compliance, client services, communication consulting, and participant service centers. Prior to joining Charles Schwab, Golladay was vice president of ERISA compliance at Key Bank. Before that she served as a Certified Public Accountant at S.R. Snodgrass and Co., LPA.
She is a Certified Public Accountant and a qualified 401(k) administrator (QKA). She also holds FINRA Series 7, 9/10, 24, 63, and 66 registrations.
Golladay earned a Bachelor of Science degree in Accounting from the University of Akron. She also has a Master of Business Administration degree from the Weatherhead School of Management at Case Western Reserve University and has completed the Kellogg Advanced Management Program at Northwestern University.
Schwab Retirement Plan Services, Inc., and Charles Schwab & Co., Inc. are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation (“Charles Schwab”). Brokerage products and services are offered by Charles Schwab & Co., Inc. Member SIPC. Schwab Retirement Plan Services, Inc. provide recordkeeping and related services with respect to retirement plans.