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.
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.
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.
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Self-Directed Brokerage Accounts
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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