About us.

Service and support backed by the strength of an industry leader.

Schwab was built around a simple idea: Put the client first. For over 30 years, Schwab Retirement Plan Services, Inc. has extended that legacy to retirement plan participants. We serve sponsors and participants with a combination of deep financial expertise, a culture of service, and a commitment to innovation.

Our profile*

  • 1.7M

    participants served*

  • 1,253

    retirement plans serviced*

  • 878

    employer relationships*

  • $253B

    in total assets*

Our top industries served:†

  • 1. Legal services

  • 2. Financial services

  • 3. Transportation

  • 4. Medical

  • 5. Manufacturing

  • 6. Technology

Contact

"We" and "our" refer to Schwab Retirement Plan Services, Inc. throughout this web page, unless otherwise noted.

"Schwab" refers to Charles Schwab & Co., Inc.  

*Data based on Schwab Retirement Plan Services internal reporting as of December 31, 2021. Statistics based on 401(k), other DC (qualified), and nonqualified plans.

†Based on assets.

Third party entities named herein are not affiliated with Schwab Retirement Plan Services, Inc. (SRPS). SRPS has not reviewed the third-party websites referenced herein and is not responsible for the content of any off-site pages or any other linked sites. No judgment or warranty is made with respect to the accuracy, timeliness, completeness or suitability of the content of the services or sites to which these screens link, and SRPS takes no responsibility therefore. A link to a service or site outside of SRPS is not an endorsement of the service or site, its content, or its sponsoring organization. SRPS provides links to other Internet sites solely as a convenience to its users. Your linking to these sites is at your own risk. 

(0720-065X) (0820-0MR4) (0421-1LPB) (03/22)
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 Compliance Solutions. 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. Compliance Solutions is comprised of Schwab Designated Brokerage Services (DBS), a division of Charles Schwab & Co., Inc., DBS provides brokerage solutions for corporate clients who monitor their employees' securities activity. 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.

© 2022 The Charles Schwab Corporation. All rights reserved. (0522-225N)

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