Investment Management l Retirement Plan l Charles Schwab

Work With an Independent Service Provider, Supported by Schwab

Customized by Your Service Providers. Supported by Schwab1.

It’s an ideal combination. By teaming up with Schwab, independent recordkeepers and advisors can provide you with a full range of retirement services anchored in specialized expertise.

Independent Recordkeepers

Recordkeepers offer customized plan design and administration, as well as enrollment support and education for your employees—all from a contact in your area. Your recordkeeper is also your guide on fiduciary oversight and compliance.

Independent Advisors

Your advisor provides investment selection and performance monitoring, along with fiduciary oversight of investments and other consultative services.

Charles Schwab Bank as Custodian

Schwab Bank is the custodian for your plan’s assets—which means your retirement plan is backed by years of experience in trust and custody, as well as trading through Charles Schwab & Co., Inc. We leverage insights and resources from across the Schwab enterprise to help your independent service providers serve you.



Find more information or preview what it's like to work with Schwab.

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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.

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A Variety of Investment Options

Choose from a wide range of Schwab investment solutions available for your qualified retirement plan.