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.

A proven track record.

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.

  • Named the Most Trusted Provider in the Industry by the National Association of Retirement Plan Participants (NARPP) for the second year in a row1
  • Ranked Highest in Retirement Plan Participant Satisfaction in the large plan segment by J.D. Power for the second year in a row2
  • Received 74 best-in-class awards, the most of any plan provider rated in the 2018 PLANSPONSOR® DC Survey and the most awards in the mega market3

Where we stand today:

  • 1.6M

    participants served*

  • 1,208

    retirement plans serviced*

  • 841

    employer relationships*

  • $177B

    in total assets*

Our top industries served:**

  • 1. Financial services

  • 2. Legal services

  • 3. Medical

  • 4. Transportation

  • 5. Manufacturing

  • 6. Technology

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