Welcome to Schwab Retirement Plan Services Stock Plan Services Designated Brokerage Third Party Administrators
Overview Defined Contribution (401(k)) Defined Benefit Self-Directed Brokerage Accounts Nonqualified Deferred Compensation Services
Overview Retirement Plan Services Retirement Plan Services
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Combine services for maximum advantage

If you offer both defined benefit and defined contribution plans, Schwab can integrate plan services to help you achieve time and cost efficiencies and enhance the participant experience.

Advantages for your plan

  • Streamlined plan operation and reporting
  • An integrated service structure
  • A single point of contact for both plans

Advantages for your participants

  • Communications and education tools that combine information for both plans
  • A single account statement, website and voice response system that deliver a comprehensive picture of participants' retirement benefits
  • On-site participant seminars conducted by Retirement Plan Representatives familiar with your plans
  • Supplemental education materials to help employees increase their investment knowledge