Retirement Services resources.

Featured Content


  • 401(k) Participant Study, June 2021
    See the trends and attitudes uncovered in our online study of 1,000 401(k) plan participants who are 21-70 years old.and work for companies with 25+ employees that have 401(k) plans.
  • Modern Wealth Survey, May 2021
    The 2021 Schwab Modern Wealth Survey reveals Americans’ changing priorities around spending, saving and mental health.
  • Generation Investor Study, April 2021
    Amidst a global pandemic, economic uncertainties and market volatility, a new generation of investors was born: 15 percent of all current U.S. stock market investors say they first began investing in 2020, according to a new Schwab survey. And they’re not all young and focused on the next hot stock.
  • Washington Update
    Read the latest legislative and regulatory news, as summarized by Michael Townsend, Vice President for Legislative and Regulatory Affairs, Charles Schwab & Co., Inc.
  • 401(k) Participant Market Volatility Resource Guide for Plan Sponsors
    Current market volatility represents unprecedented times for employers and employees to navigate. View resources from The Charles Schwab Corporation.
  • SBDA Indicators Reports
    Quarterly compilation of key investment statistics and profile information on employees investing in the Schwab Personal Choice Retirement Account®1 (PCRA).
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More Resources

  • Using Plan Analytics in the Plan Health Dashboard to Dive Deeper 
    The Plan health dashboard provides up to 35 retirement plan key metrics that go beyond a number. Harness the power of Plan Analytics for more efficient access to the metrics you use most. 
  • Schwab Retirement Plan Services Service 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.
  • HSA Spotlight:  Closing the HSA Knowledge Gap
    It's crucial for people to understand the advantages of HSAs so they don't miss out on potential long-term savings. To find out more about the unique benefits of HSAs and what we're doing to educate participants, check out our HSA spotlight. 
  • Our Commitment to Data Protection: Cybersecurity
    We know that security is critical. To protect your sensitive plan data and participants' plan assets, Schwab Retirement Plan Services maintains rigorous cybersecurity and fraud-prevention controls.