Brian Bender

Managing Director, Head of Schwab Retirement Plan Services

Brian Bender is the Managing Director - Head of Schwab Retirement Plan Services, overseeing all core aspects of bundled retirement plan business. In this role, he has responsibility for the Sales, Service, Relationship Management, Consultant Relations, Business Development, Plan Administration and Implementation teams. 

Mr. Bender has more than 23 years of experience in the retirement plan services industry and began working with Schwab in 1997. Prior roles with Schwab include counseling individual investors in our Cincinnati branch, working as a Relationship Manager for corporate clients, managing sales teams and leading all of Sales & Service for Retirement Plan Services. He also spent two years working with Fidelity Investments, where he was responsible for business development in the Midwest.

Mr. Bender has a Bachelor of Science in finance and marketing from Miami University. Additionally, he holds FINRA Series 7, 24, and 63 securities licenses.