Overview: Retirement plan services.

With our flexible approach, you can design a retirement plan that helps maximize employee savings outcomes. Choose our comprehensive, integrated retirement plan services, or select individual services to pair with your existing independent plan provider.1

Comprehensive workplace 401(k) services.

Design an employer-sponsored retirement plan that helps your business attract and keep top talent. Schwab Retirement Plan Services acts as the recordkeeper, streamlines plan administration, and takes a holistic approach to helping support your employees' financial lives.

Comprehensive workplace 401(k) services
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401(k) services paired with independent providers.

Combining industry expertise with personalized service, Schwab Retirement Business Services works with retirement advisors and independent recordkeepers to support retirement plans of all types and sizes.

401(k) services paired with independent providers
An advisor and a client sit together having a discussion.

View other plans and options.

Learn more about additional plan options, including:

  • Defined benefit plans
  • Employee stock ownership plans
  • Profit-sharing plans
  • Nonqualified deferred compensation plans
  • Self-directed brokerage accounts
  • Extended investment options
Other plans and options

Workplace 401(k) learning hub.

Workplace 401(k) learning hub.

Schwab Retirement Plan Services offers a growing collection of educational resources to support you, whether you are an employer or retirement plan consultant.

Explore the hub

Learn more about how we can support your workforce.

"We," "us," and "our" refer collectively to The Charles Schwab Corporation and its separate but affiliated companies and subsidiaries unless otherwise noted.

1. Independent advisors and recordkeepers are not owned by, affiliated with, or supervised by Schwab.

(0922-2X4C)
Investment Products: Not FDIC-Insured • No Bank Guarantee • May Lose Value

Outcomes are not guaranteed.

Workplace Financial Services is a business enterprise which offers products and services through Schwab Retirement Plan Services, Inc.; Schwab Stock Plan Services; and Designated Brokerage Services. Schwab Retirement Plan Services, Inc., provides recordkeeping and related services with respect to retirement plans. Schwab Stock Plan Services is a division of Charles Schwab & Co., Inc. providing equity compensation plan services and brokerage solutions for corporate clients. Schwab Designated Brokerages Services, a division of Charles Schwab & Co., Inc., provides technology solutions for corporate clients with regulatory requirements to monitor employee security transactions. . Schwab Retirement Plan Services, Inc., and Charles Schwab & Co., Inc. ("Schwab", member SIPC) are separate but affiliated entities, and each is a subsidiary of The Charles Schwab Corporation.

Through its operating subsidiaries, The Charles Schwab Corporation ("Charles Schwab") provides a full range of securities brokerage, banking, money management, and financial advisory services, as well as services to retirement and other benefit plans. Charles Schwab & Co., Inc. offers investment services and products. Charles Schwab Bank, SSB (Member FDIC and an Equal Housing Lender) and Charles Schwab Trust Bank (Member FDIC) provides trust, custody, deposit, and lending products and services. Schwab Retirement Technologies, Inc. ("Schwab RT") is engaged in developing and licensing proprietary retirement plan recordkeeping systems to independent third-party administrators.

© 2023 The Charles Schwab Corporation. All rights reserved. (0522-225N)

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