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| Welcome to Schwab | Retirement Plan Services | Stock Plan Services | Designated Brokerage | Third Party Administrators |
Retirement Plan Services
Online investment management tools* can put plan asset information and powerful functionality at your fingertips, helping you save time and potentially reduce plan costs.
Through standard and customized report templates, you can generate reports of plan holdings, transactions, search results and asset performance.
Additional tools will help enable you to:
*Services provided by InvestorForce, Inc.
Investment information and services offered through this service are to be provided through contract with Investor Force Securities, Inc., member NASD, and Investor Force, Inc.
Schwab Retirement Plan Services, Inc. and its affiliates ("Schwab") are not affiliated with Investor Force Securities, Inc. or with Investor Force, Inc. Investor Force Securities, Inc. and Investor Force, Inc. are independently owned and operated. Schwab neither endorses nor recommends any particular investment strategy.
Securities products are to be offered by Investor Force Securities, Inc., Member NASD, and/or its affiliates, with the exception of the mutual funds available through Charles Schwab & Co., Inc, member SIPC and collective trust funds of The Charles Schwab Trust Company. Past performance is no indication of future results. Principal value and investment returns will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost.
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The Charles Schwab Corporation (Charles Schwab) provides services to retirement and other benefit plans and participants as well as equity compensation plan services and other financial and retirement services to corporations and executives through its separate but affiliated companies and subsidiaries, Schwab Retirement Plan Services, Inc.; The 401(k) Companies, Inc. and its subsidiaries; Charles Schwab Trust Company, a division of the Charles Schwab Bank; and Charles Schwab & Co., Inc. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Member SIPC). Deposit and lending products and service are offered by Charles Schwab Bank, member FDIC and an Equal Housing Lender.