Investment Management l Retirement Plan l Charles Schwab

Working Directly With Schwab1

Your Retirement Plan Service Provider Matters

Not all retirement plan service providers are the same. The one you choose can make a significant difference for your employees and your business. When you work with Schwab, you receive guidance and support for your plan, including consultation on plan feature utilization, recordkeeping, and Internet-based plan management tools.

You benefit from flexible, customizable solutions that should help to meet your plan needs, straightforward plan recordkeeping and related plan and participant services, and dedicated support from a leader in the retirement business.

Your employees benefit from retirement options that help them build successful financial knowledge—including robust independent personalized advice,2 a range of investment choices, and highly consultative service.



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

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Rethink Your 401k
Learn how Schwab Index Advantage® * can help your employees save more for retirement. (1112-7463)

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 Schwab investment solutions available for your qualified retirement plan.