Retirement Services resources.

Featured Content


  • 401(k) Participant Study, July 2022
    Inflation is now the top obstacle to saving for a comfortable retirement, according to this new survey from Schwab Retirement Plan Services.
  • Modern Wealth Survey, May 2022
    The 2022 Modern Wealth Survey finds values are driving spending, saving and investing decisions of Americans more than ever.
  • Retirement Reimagined Study, April 2022
    The 2022 Retirement Reimagined Study predicts millennials will fall into one of four general personas when they reach retirement.
  • 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.