Investment Management l Retirement Plan l Charles Schwab

Retirement Services

You can work with us in two different ways—and we’ll help you determine the best fit for your organization. Whichever you choose, you’ll have access to representatives who can help select, customize, and administer benefits that make sense for your business.

To learn more about each option—or for help deciding which model best suits your needs, talk to one of our representatives at 877-456-0777.

Retirement Plans with Independent Providers, Custodied by Schwab

Understanding the RIA Model
Combine the expertise of your chosen trusted independent service provider (recordkeeper, third party administrator or registered investment advisor) with the extensive resources of Schwab, and discover how easy and flexible retirement planning can be.

Contact us at 877-456-0777 to discuss the right choice for your business.

Full Service Retirement Plans                      

Benefits of the RIA Model
With Schwab Retirement Plan Services* as your service provider, you’ll get a retirement plan designed around your needs. Find out how our deep expertise and the wide variety of retirement plans can work for your company.

Contact us at 877-456-0777 to discuss the right choice for your business.


Learn more

To learn more about the options available for your business, please call


or reach out online.

All inquiries are confidential.

Self-Directed Brokerage Accounts

How do you satisfy investment-savvy employees looking for more choice and flexibility in their retirement plan?

The Schwab Personal Choice Retirement Account® (PCRA) is a self-directed brokerage account option that opens up a wealth of investment opportunities.

A Variety of Investment Options

Choose from a wide range of investment options for your qualified retirement plan.

Learn more >>