Employers: Contact us.

We have a wide range of services to support the ever-changing needs of your business and help employees with their financial benefits. And we'll work closely with you every step of the way and beyond to ensure that what we provide fits with your needs and your goals.

Are you an employee participant in a retirement plan? If so, please log in to your account at workplace.schwab.com or call Participant Services at 800-724-7526.

Tell us about your business

Tell us about your interest in Schwab's Workplace Financial Services programs for employers, and we'll get in touch with you.

 

Call:

Workplace Financial Services: 877-362-0410

Or email:

Retirement Services
retirementinquiries@schwab.com

Schwab Retirement Plan Services, Inc.
Schwab Retirement Business Services 

Schwab Trust Bank Collective Investment Trusts: schwabtrustbankcollectives@schwab.com

Schwab Stock Plan Services: spsinquiries@schwab.com

Designated Brokerage Services: designated.brokerage@schwab.com

Contact

Schwab Retirement Business Services are provided by Charles Schwab Trust Bank; Charles Schwab Bank, SSB; and Charles Schwab & Co., Inc., separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Charles Schwab Trust Bank and Charles Schwab Bank, SSB, members of FDIC, provide trust, custody, and deposit products and services with respect to retirement plans and other employee benefit plans. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Member SIPC).

Schwab Personal Choice Retirement Account® (PCRA) is offered through Charles Schwab & Co., Inc. (Member SIPC), the registered broker/dealer, which also provides other brokerage and custody services to its customers.

The Schwab Trust Bank Collective Trust Funds (each a "Trust", collectively "Collective Investment Trusts (CITs)") are maintained by Charles Schwab Trust Bank (CSTB) and are available only to eligible retirement plans and entities.

CC0007145 (1022-2MEZ)
Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or any of its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested

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 Brokerage Services (DBS), 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 provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors as well as provides services to retirement and other benefit plans and participants. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC, sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice. Its banking subsidiaries, Charles Schwab Bank, SSB and Charles Schwab Premier Bank, SSB (Members FDIC and an Equal Housing Lenders), provide banking and lending services and products; Charles Schwab Trust Bank (Member FDIC), provides trust, custody, and deposit products and services. Its recordkeeping subsidiary, Schwab Retirement Plan Services, Inc., provides recordkeeping and related services. What we share here to help support you, your employees, your plan, and your participants represents the broad range of products and services available through The Charles Schwab Corporation and its operating subsidiaries. This includes access to brokerage, banking, trust, and recordkeeping services to help respond to needs that may exist within or beyond your retirement plan.

The Charles Schwab Corporation provides services to retirement and other benefit plans and participants through its separate but affiliated companies and subsidiaries: Charles Schwab Trust Bank, Member FDIC, and Charles Schwab & Co., Inc., Member SIPC. Trust, custody, and deposit products and services are offered by Charles Schwab Trust Bank. Brokerage products and services are offered by Charles Schwab & Co., Inc. Schwab Retirement Technologies, Inc. ("Schwab RT") is engaged in developing and licensing proprietary retirement plan recordkeeping systems to independent third-party administrators.

© 2024 The Charles Schwab Corporation. All rights reserved. (0522-225N)