iOS app Android app

Catherine Golladay
GET UPDATES FROM Catherine Golladay
Catherine Golladay is responsible for leading the teams that provide advice, service and support to participants in bundled retirement plans administered by Schwab Retirement Plan Services, Inc.

Previously, Golladay was a Vice President of participant programs in Schwab’s Corporate & Retirement Services business, where she was responsible for overseeing the advice and education teams. Prior positions with Schwab include serving as director of client services in Schwab’s Retirement Plan Services (SRPS) business and senior manager of client services and relationship manager for Schwab’s larger clients within SRPS.

Prior to joining Schwab, Golladay was vice president of ERISA compliance at Key Bank. Before that she served as a Certified Public Accountant (CPA) at S.R. Snodgrass and Co., LPA.

She is a Certified Public Accountant and a qualified 401(k) administrator (QKA). She also holds NASD Series 7, 63, 66, 9, 10, and 24 licenses.

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.

Entries by Catherine Golladay

What's the Prescription for a Comfortable Retirement? Survey Says It's a Healthy 401(k)

(0) Comments | Posted September 24, 2015 | 12:21 PM

It used to be that Americans' greatest concern about retirement was being healthy enough to enjoy it. But these days, most folks are just as concerned about being able to finance a retirement that could last 20 to 30 years. In a recent survey, more than two-thirds (68%)...

Read Post

Don't Take a Summer Vacation From Your 401(k)

(0) Comments | Posted July 13, 2015 | 12:41 PM

Summer is in full swing, and now is the perfect time to head out on vacation and put real life on hold for a week or two. But as the most effective savers know, your financial responsibilities require care and attention all year round. Spending just a little time with...

Read Post

The First-Time 401(k) Saver's Guide

(2) Comments | Posted June 5, 2015 | 1:00 PM

The Class of 2015 is trading in its caps and gowns for suits and ties, and a wave of college grads are hitting the workforce. This also means a new crop of workers will begin saving in a 401(k) for the very first time. Even though retirement might seem like...

Read Post

Break Free of High 401(k) Investment Fees

(0) Comments | Posted May 14, 2015 | 12:21 PM

If you're like most workers in a recent survey, your 401(k) plan is your largest or only source of retirement savings.1 Also, like most workers, you may be paying higher fees than you realized for some of the investments in that 401(k). The actively managed mutual funds that make up...

Read Post

401(k) Plays for a Less Taxing Tax Season

(0) Comments | Posted March 16, 2015 | 9:30 AM

March Madness is upon us, and while college basketball fans across the country are busy trying to avoid any bracket busters, this is the time to focus on your tax bracket as well. Whether or not you're looking forward to your annual April 15th tip-off with Uncle Sam, there are...

Read Post

Riding Your 401(k) Through the Market's Rollercoaster Ride

(0) Comments | Posted February 3, 2015 | 11:10 AM

We're only a month in, but 2015 is already off to a wild start in the financial markets. From market-moving geopolitical events overseas to major swings as oil prices fell at home, there is plenty of uncertainty among investors. Amid such highs and lows, 401(k) investors may be wondering what...

Read Post

401(k) Resolutions That Can Make Dollars and Sense

(0) Comments | Posted December 17, 2014 | 4:48 PM

It's that time again. Chances are you're probably thinking about making some resolutions for 2015. Whatever your financial situation, a new year may present the perfect opportunity to improve it. If you're like many Americans, a workplace 401(k) is probably your largest or only source of retirement income -- so...

Read Post

Six Reasons to be Thankful for Your 401(k)

(0) Comments | Posted November 18, 2014 | 2:09 PM

Now is the time when most of us start reflecting on all we have to be thankful for - including friends, family and good health. But what about your financial health? If you're one of the 74 percent of full-time, private sector employees with access to a workplace retirement savings...

Read Post

Open Enrollment: The 411 on 401(k)s

(0) Comments | Posted October 23, 2014 | 2:53 PM

As we head into late October, we're about to "fall" into open enrollment season - when employees get a first look at what benefits they'll be offered next year and potentially have the opportunity to change their current coverage selections. While most of the attention is generally on medical insurance,...

Read Post

This Year's Must-Have Benefit: The 401(k)

(0) Comments | Posted September 23, 2014 | 4:49 PM

Workers in a new survey have spoken out: the 401(k) plan is a "must-have" workplace benefit. In fact, when asked which benefits are must haves aside from health insurance, nearly nine in ten workers named the 401(k) - significantly more than those who chose disability and life insurance...

Read Post

In Retirement Planning, One Size Does Not Fit All

(2) Comments | Posted August 26, 2014 | 5:27 PM

When it comes to retirement planning, one size does not fit all. Let's say two coworkers are both turning 40 this year. One is married with four growing kids, and the other is single, focusing on a side business that brings in additional income. It's clear that these two individuals'...

Read Post

Four Steps Toward Financial Independence

(1) Comments | Posted June 30, 2014 | 6:06 PM

The 4th of July is about more than fireworks and lighting up the grill -- it's a time to reflect on the meaning of independence. For many Americans, the stress of debt and other financial responsibilities can feel like a loss of freedom. Fortunately, there are steps you can take...

Read Post

Five Questions to Ask About Your First 401(k)

(0) Comments | Posted May 27, 2014 | 5:50 PM

Congratulations, Class of 2014! You've earned that college degree, but you still have a few important lessons to learn. Lesson #1: now is the time to start saving for your retirement. I know it may seem a lifetime away, but the earlier you start, the easier the path to a...

Read Post

It's Time for a Little 401(k) Spring Cleaning

(0) Comments | Posted May 1, 2014 | 11:55 AM

Now's the time when you're likely tidying up the garage, paring down your closet and dusting off the attic shelves. While you're at it, don't forget to clean up one of your most important assets -- your workplace 401(k) plan. Throw away the notion of "set it and forget it,"...

Read Post

401(k) Moves to Ease Your Tax Time Blues

(0) Comments | Posted March 10, 2014 | 5:07 PM

It's been a rough winter for most of the country. And, if you think Mother Nature hits hard, just wait a few weeks until Uncle Sam gets a crack at us. Millions will owe money to the government, but there's still time to help reduce your tax burden for this...

Read Post

401(k) Resolutions for 2014

(0) Comments | Posted January 13, 2014 | 12:13 PM

Making New Year's resolutions is easy, but we know that sticking to them can be a lot harder. While many of us are resolving to ditch the junk food or to get to the gym more often, it's also a great time of year to shape up your retirement savings.

Read Post

Make The Most Of Your 401(k) Before New Year's Day

(0) Comments | Posted December 11, 2013 | 6:49 AM

With Thanksgiving now behind us, the new year is right around the corner. As you begin to consider resolutions for 2014, don't forget there's still time to make some personal finance moves this year that could pay off well beyond 2013.

This is especially important for anyone saving in...

Read Post

A Prescription for a Healthier 401(k)

(0) Comments | Posted November 5, 2013 | 12:14 PM

Medical insurance is top of mind for many of us these days. Besides the controversy surrounding implementation of the new health care law, we're also in the thick of open enrollment season. That's when millions of workers get the chance to review and potentially switch their benefits. While health care...

Read Post

401(k) Tricks and Treats

(0) Comments | Posted October 23, 2013 | 5:17 PM

While Halloween can be scary, many folks are more spooked by the challenge of saving for retirement than they are of things that go bump in the night. There's no need to call Ghostbusters, but you might want to check out your 401(k). Inside your workplace retirement plan, you may...

Read Post

Don't DIY Your 401(k)

(0) Comments | Posted October 1, 2013 | 2:04 PM

Chances are, your car is vital to maintaining your lifestyle -- getting you to work and the gym, getting your kids to school, getting groceries from the store to your fridge. Do you trust yourself with its upkeep? Unless you're a mechanic by trade, you probably seek out a professional...

Read Post