Comprehensive 401(k) plan services.

Better outcomes start with flexible plan design.

What are you looking for in a retirement provider?

What are you looking for in a retirement plan provider? We have options to help you design a plan that works. We can help you put your participants on the path to better outcomes with low-cost investment options, automated features, financial wellness support, and access to third-party advice and managed accounts.

Learn more about Schwab Retirement Plan Services, Inc.

Find the plan choices that work for you.

Plan options

  • Tools and support to help achieve financial wellness.

    Our workplace financial wellness experience includes education, digital tools, financial coaching, and action-oriented solutions to complement your comprehensive benefits package.

  • Personalized recommendations and ongoing professional management.

    Each participant takes a different journey to retirement. Offering access to personalized advice and a managed account service from an independent registered investment advisor1 may help them reach their destination.

The Schwab Retirement Plan Services difference.

Discover why choosing Schwab Retirement Plan Services means choosing experience, expertise, and personal service.

Why Schwab Retirement Plan Services

Knowledge focused on helping you with your plan.

See what research has uncovered, what industry experts are saying, and what trends are happening in today's retirement-planning industry.

  • Schwab Retirement Plan Services guide.

    Review this guide to find out how we support plan sponsors and participants through a wide range of investment choices, technology designed to simplify administration, and financial resources for all stages of life.

  • Bringing Financial Wellness to Work: Why action-oriented employee support matters.

    Financial wellness support should focus on pairing education with opportunities for people to take action. Showing employees their next best steps – and giving them ways to take those steps – can help them move forward on their paths to financial wellness.

  • ETFs: A potential solution to a retirement problem.

    BlackRock Investments, LLC provides insights into the potential benefits that indexing and ETFs can bring to participants, and it outlines the key features sponsors should consider when adding ETFs to their plan.


  • Talk with Schwab Retirement Plan Services, Inc. about your options.