What do clients and sponsors really think about working with Schwab?

People and technology make the difference

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Schwab Retirement Plan Services, Inc.

People and technology make the difference

Annette:

What keeps me working with Schwab is their incredible customer service. It's not just normal customer service. It's not people that are nice and polite to you or whatever. It's people who are actually partners with you, who work with you, who are willing to be flexible—that is not always very common.

Super: Annette Grabow, Sonepar Management US, Inc.

Brian:

Schwab delivered in a way we didn't expect by not only providing the technology that they said they were going to provide, but actually doing it earlier than what they had anticipated.

Super: Brian August, Southwest Airlines Pilots Association

Gail:

One of the things that Schwab brought to the table and attracted us when we selected them was their vast toolbox of resources, certainly technology—it's always been cutting edge.

Super: Gail Nichols, NCCI Holdings, Inc.

Brian:

We really like a lot of the progressive things Schwab is doing right now.

Annette:

Their conversion team is the best in the industry, and I can say that—they are the best in the industry.

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Three shared why they transitioned to Retirement Plan Services and why they continue to work with us.

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