Welcome to Schwab Retirement Plan Services Stock Plan Services Designated Brokerage Third Party Administrators
Overview Trust & Custody Business Development Investment Choice Technology
Overview Third Party Administrators Plan Administrator Services
Printer-friendly
Type Size: A A A

Comprehensive trust, custody and clearing services

Meet the needs of your clients through a full spectrum of integrated trust, custody and clearing services. As an advocate for true open architecture and transparent pricing, you can provide the right services at a competitive price.

  • Solutions for any size plan.
    We support plans of all sizes with a choice of offerings ranging from simple custody to comprehensive directed trustee services.
  • Custom-branded, back-office custodial services.
    Where desired, custom branding of checks and statements allows for maintaining existing plan sponsor relationships while eliminating the cost and time associated with maintaining a retirement trading and custody platform.

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.