Overview Third Party Administrators Plan Administrator Services
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A history of innovation.

At Schwab Retirement Technologies® (RT), we have a history of introducing one innovation after another—from recordkeeping systems designed exclusively for daily valuation, to the uniquely modularized architecture we offer today. Whether you need applications for your own infrastructure, or require both hardware and software support through our Application Service Provider (ASP) offering, our specialists work closely with you to understand your needs and can implement effective solutions.

Charles Schwab Corporate and Retirement Services aims to provide Plan Administrators with a superior selection of products and services—from individual investing support to retirement plan recordkeeping and related services. We strive to set ourselves apart from our competitors— so that you can exceed the expectations of your Plan Sponsors and truly differentiate your services.

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.