Why Schwab Retirement Plan Services?

We're tireless champions for retirement plan participants and those who serve them. While each group has different needs, we're dedicated to serving both well.

High-tech & high-touch

Schwab Retirement Plan Services is the choice for employers who want more – more service, innovation, and solutions. 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 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 FORTUNE Top 50 World's Most Admired Companies®1
  • The #1 custodian for independent advisors2
  • More total assets than any publicly traded investment services firm in the U.S.3

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 unwavering focus on better employee outcomes:

  • Ranked Highest in Retirement Plan Participant Satisfaction in the large plan segment by J.D. Power for the second year in a row4
  • Named the Most Trusted Provider in the Industry by the National Association of Retirement Plan Participants (NARPP) for the second year in a row5
  • 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 market6
  • Listed as #1 for DC recordkeepers ranked by average participant balance7

What we offer: More options and flexibility.

We combine Schwab's8 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

Contact

  • Talk with us to learn more and discuss your options.