Overview Third Party Administrators Plan Administrator Services
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Flexible Investment Choices

Choose from a wide array of investment options for every retirement strategy with the ease of single source access and no proprietary fund requirements.

  • Thousands of retail and institutional mutual funds
  • Collective trust funds
  • Self-directed brokerage accounts
  • Managed accounts
  • Portfolio unitization

Additionally, we support both fee-based and commission-based retirement advisors.

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.