WHY SCHWAB RETIREMENT
PLAN SERVICES, INC.
A different kind of recordkeeper

Schwab Retirement Plan Services is the choice for employers who want more. We earn the trust of clients every day by focusing on the unique needs of each plan and every participant. We're confident that our approach can help employees take ownership of their full financial futures.

Who we are: Champions for investors and those who serve them

Built on the idea of putting the individual first, The Charles Schwab Corporation and its subsidiaries stand out by challenging the status quo and disrupting the industry on behalf of clients. Schwab Retirement Plan Services is backed by the strength and stability of Charles Schwab's experience and industry leadership:

  • Selected as one of the FORTUNE Top 50 World's Most Admired Companies for innovation1
  • The #1 custodian for independent advisors2
  • The largest publicly traded investment services firm3
  • More new assets last year than all of our peers combined4
How we serve: Client first, outcome focused

We have a different approach. By seeing things through our clients' eyes, we have created a culture of service that has led to proven client satisfaction. Our transparency and accountability deliver the high-touch service that sponsors demand and an unrelenting focus on better employee outcomes:

  • Ranked "Highest in Participant Satisfaction Among Large Group Retirement Plans” by J.D. Power5
  • Named the Most Trusted Provider in the Industry by the National Association of Retirement Plan Participants (NARPP) for the second year in a row6
  • 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 markets7
What we offer: More options and flexibility

More than a recordkeeper, we combine Schwab's* four-plus decades of financial planning and investing experience with the power of personalization. Our products and services are designed to meet the needs of individual plans and their employees. We give plans the flexibility they need:

  • Broad access to investments
  • The industry's leading self-directed brokerage option
  • A combination of people and technology to help everyone get education and guidance for their full financial lives

Talk with us to learn more and discuss your options.