ABOUT US
Service and support backed by the strength of an industry leader

Schwab was built around a simple idea: Put the client first. For over 30 years, Schwab Retirement Plan Services, Inc. has extended that legacy to retirement plan participants. We serve sponsors and participants with a combination of deep financial expertise, a culture of service, and a commitment to innovation.

We meet people where they are, building trust as we guide them along the road to retirement and support their individual goals. The result: sponsors and participants who are satisfied with Schwab Retirement Plan Services.

  • Scored highest in overall satisfaction with the National Association of Retirement Plan Participants (NARPP)1
  • Ranked "Highest in Participant Satisfaction Among Large Group Retirement Plans" by J.D. Power2
  • Received 62 best-in-class awards, the most of any plan provider rated in the PLANSPONSOR DC Survey, leading in both the mid and mega markets3
  • Named the #1 Provider in the Mid Market by PLANSPONSOR4
  • 164
  • Named the Most Trusted Provider in the Industry by NARPP for the second year in a row5
1.5M
1,165
789
$164B
1. Medical
2. Legal services
3. Financial services
4. Manufacturing
5. Technology
6. Transportation

Talk with us about your specific needs.