Overview: Comprehensive workplace 401(k) services.

Ditch the one-size-fits-all approach

Ditch the one-size-fits-all approach to retirement services and design a workplace 401(k) plan that fits the diverse needs of your employees. Explore how access to an array of investment options and thoughtful plan features can help you work toward your strategic goals and drive employees toward financial security. 

Streamlined plan administration.

Make administering your company's 401(k) plan easier with our built-in efficiencies. Make informed decisions by tapping into our readily accessible expertise, insights, and data.

Features carousel

Workplace 401(k) plan features built for success.

  • Benefits for your employees

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    Our workplace 401(k) plan features are designed to engage employees through a collection of human and digital support resources. We address plan participants' feelings and behaviors tied to money and provide education, tools, and guidance to help them work toward reaching their financial goals.

  • Our holistic approach

    Two people, each holding a bocce ball, talk to each other.

    Retirement is just one aspect of your employees' financial lives. We offer access to a broad range of solutions and weave financial wellness into our workplace 401(k) plan resources so that your employees have the support they need to work toward their savings and investment goals.

  • Help staying on track

    A person sits in front of a computer writing in a notebook.

    Offer access to third-party managed accounts or online advice services from an independent registered investment adviser.2 This gives 401(k) plan employees access to the retirement planning tools that may work best for them.

  • Our approach

    Two people sit on a couch smiling as they look at a laptop. A dog is lying next to them.

    Discover how Schwab Retirement Plan Services offers competitive and transparent pricing for customized workplace 401(k) plans and service, all backed by Schwab's decades of experience.

  • Consultant support

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    Are you a consultant? Find out more about how we can help you support your clients with data, insights, and access to a broad range of solutions—all with a company 401(k) plan that doesn't include compromises for them.

  • 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.

Comprehensive services for each need.

We take pride in providing comprehensive retirement solutions to support the goals of each employer and each employee. To further enhance talent retention and acquisition and support executive-level employees, we also offer nonqualified deferred compensation plans and defined benefit plans. Discover how we can strengthen your benefits offering.

See what we can do to help you attract and keep talent.