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| Welcome to Schwab | Retirement Plan Services | Stock Plan Services | Designated Brokerage | Third Party Administrators |
Stock Plan Services
At Schwab, you have a powerful, proactive partner. Your company’s objectives and your employees’ financial well-being come first. It’s not a promise—it’s a founding principle.
We strive to create a positive investment experience for both plan administrators and participants. The foundation of this experience is our people. When you choose Schwab you will have access to the most experienced and customer focused stock plan team in the industry.
Ethical service is a Schwab hallmark—manifested by open, honest dialog with you and your employees.
We build trust and confidence with you and your employees by taking the time to understand your goals—both organizationally and individually.
When you call Schwab you’ll talk to an experienced professional, not a machine. We commit to service levels in writing, and verify them monthly.
We offer you two key advantages:
We strive to make our processes and services as transparent as possible. We will provide you with the access and resources you need to evaluate Schwab’s performance on a regular basis.
Simple and transparent pricing, with no hidden fees.
We continuously invest in research, development and testing of our technology products. At Schwab, we are committed to providing you and your employees with tools that surpass your expectations, todayand in the future.
Our integrated web-based solutions are designed to serve the needs of administrators and participants. Learn more about Schwab’s Technology Solutions.
Staying on top of—and responding to—industry developments has earned Schwab a reputation for innovation.
We provide you with exceptional resources for education, investment information, and advice. We are also committed to sharing with you leading edge market insight from our talented financial experts, leaders in their field.
Looking ahead, we consult regularly with our national Client Advisory Board to help develop the next generation of innovative solutions.
On a corporate level we are committed to developing a stock plan that will accomplish your organizational goals—while saving your company time, money and valuable resources.
At the individual level we are focused on giving your employees the guidance, education and tools they need to create and manage their own wealth.
You can be confident that your employees will have access to information, answers and advice about their benefits through:
You can be confident that your employees will have access to the information, answers and advice they need through:
Whether you choose to completely outsource your administration to Schwab or retain certain functions in-house, Schwab Co-Sourced Administration makes it easy to build the right solution for your company.
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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.