Overview Retirement Plan Services

• Call 877-456-0777
•  
• Contact us

•  Defined Contribution
• Comprehensive Services
• Administrative Services
• Conversion
• Investments
• Participant Services
• Advice Service
• Education
• Participant Advice Services
• Participant Education & Communications
• Retirement Investment Services
• Retirement Solutions
• Marketing Collateral

Dedicated relationship, verifiable service quality

Your Schwab support team can help you meet the challenges of retirement plan management, by minimizing administrative burdens and continually monitoring service delivery.

A team as concerned about your plan's success as you are

A team of experts — headed by your Schwab Relationship Manager —works to help keep you moving toward achieving your plan's objectives. Your Schwab Relationship Manager serves as your plan's advocate — gaining a deep understanding of your company, your employees and the changing needs of your organization and they'll proactively work with you to develop innovative solutions that support your long-term goals.

Specialized support

As your day to day contact, your Client Service Manager helps oversee administrative functions and works to meet your plan's specific objectives. Your plan will also be supported by other subject matter experts who will work to provide smooth and efficient plan operations.

Guidance from a highly-qualified service staff

Our service staff has one of the highest numbers of American Society of Pension Professionals & Actuaries (ASPPA)—certified members in the industry, including Qualified Pension Administrators (QPAs) and Certified Pension Consultants (CPCs).

Dedicated advocates for your plan

Your Relationship Manager:

• Outlines strategies to meet your goals
• Identifies needs and develops action plans
• Drives long-term service enhancements

Your Support Team:

• Client Service Manager
• Participant Education Consultant
• Retirement Investment Consultant

We're accountable to you.

At Schwab, we monitor our service quality levels and inform you of the results. Our feedback includes:

• The Schwab Service Scorecard™, an online report that measures service levels against goals using our proprietary tools and systems
• A Service and Strategy Review,a comprehensive view of your plan including performance statistics and an analysis of your participants' investment activities
• An Annual Business Plan, updated throughout the year, which outlines action items for participant education, investment services and possible implementation of new plan features.

We ask for your feedback

We want to know when we're meeting your expectations — and when we're not. To gauge satisfaction, we conduct an online sponsor survey every quarter and systematically obtain third-party research to measure ourselves against industry benchmarks.

Your feedback helps shape our service delivery and provides us business direction as we develop new products. In fact, our Client Advisory Board has been instrumental in helping us develop the services that set us apart from other providers.

We don't just talk about exceptional service—we verify it monthly with our online Schwab Service Scorecard.