Overview Third Party Administrators Plan Administrator Services
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Proactive Business Development

Position your firm for growth by taking advantage of our dedicated sales and marketing support.

  • A powerful brand.
    Leverage our vast experience and strong brand recognition to gain a competitive advantage and increased presence in the marketplace.
  • Premium lead program.
    Obtain access to our extensive branch network and relationships with over 5,500 advisors giving you the opportunity to develop meaningful leads that complement your business goals.
  • Industry-leading benchmarking program.
    Participate in an exclusive program that gives you access to a broad population of plan and participant benchmarking data to complement the consultative service you provide.
  • Exclusive national and regional events.
    Attend Schwab-sponsored events to gain better insight into industry trends, connect with local advisors in your market and extend your peer network.

Find out how our people, experience and commitment can help you grow your business.

Call 877-742-5772.

Learn more about our
retirement product solutions
for financial advisors

Call 877-528-6190 or view our Advisor Product Fact Sheet.

Our Commitment to Your Success: An Update for Third Party Administrators and Retirement Advisors

A special message from Jim McCool, Executive Vice President, and Mark Coffrini, Senior Vice President, of Schwab Corporate & Retirement Services.
View the video.