Experienced &
Ever-evolving

See what it's like to get dedication without compromise. But don't take our word for it. Schwab Retirement Plan Services is the recipient of 48 Best in Class awards, the most of any plan provider rated in the PLANSPONSOR® Defined Contribution (DC) Survey for the fifth year in a row.1 Heck & Yeah.

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videos

  • Watch video: High & Five

    "We try to empower that advisor and consultant to really do whatever they need to do from a fiduciary perspective, whether that's investment menu, advice managed accounts, how they serve the participant and putting them in the driver's seat." - Nathan Voris

  • Watch video: Badabing & Badaboom

    "I work to keep you current on our company updates & strategic initiatives; and provide access to a broad array of content & resources that may be relevant to plan sponsor fiduciary duties." – Loredana Morosanu

  • Watch video: Win & Win

    "Building trust with plan consultants starts with the little things, like working together to implement a plan design change that may help benefit participants, share insights about our platform and our capabilities, or simply keep plan consultants apprised of information that helps better serve their plan sponsors." – Rodney Shufford

  • Managing Director and Head of Workplace Financial Services

    Watch video: All & In

    "We see things through clients' eyes. We put them really at the center of everything we do, innovating on their behalf and serving their needs. And we get to have a lot of fun along the way." – Catherine Golladay

  • Senior Manager, Consultant Services

    Watch video: Fist & Bump

    "As your single point of contact, Consultant Services is always ready to help provide essential resources, including RFIs and RFPs, plan-level reporting, and benchmarking for consultants and plan sponsor clients." – Andrew Hudson

Flexible plan design

Built with open architecture, our plan options can adapt to your clients' retirement plan goals and participants' unique demographics. Customize away. Click below to learn more.

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Robust & Intuitive Tools

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Robust & Intuitive Tools

Our Plan Health Dashboard harnesses the power of Plan Analytics to provide more efficient access to the metrics you use most. Click below to take a test drive.

Consultant Support Center

Transparency & Accountability. Our dedicated professionals are always ready to help provide essential resources, including RFIs/RFPs, plan level reporting and benchmarking for consultants, sponsors and their participants. 

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    Expert perspectives.

    To help 401(k) retirement plan participants make informed decisions about their finances, Schwab experts closely monitor the markets then share their analysis and commentary. 

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    Easy Access.

    Easy Access.2, 3 We provide resources when and where your clients and participants need it: on workplace.schwab.com, through our mobile app, or via phone at 800-724-7526.

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    Online resources

    We've assembled digital, on-demand educational resources to help sponsors and their participants make informed choices.

To start a conversation, fill out the info. Smart & Simple.

 

Personalized participant experience

Online tools, education, and guidance help participants have a clear understanding of where they are, where they want to go, and how to get there. 

Plan participant using an online tool.

Advisor Managed Accounts

Learn how to differentiate your practice and deliver more value to your clients when you pair our participant engagement strategies with your investment expertise. 

An advisor contemplates how to pair his investment expertise with our engagement strategies.

The credibility of Schwab

The size, strength and stability of Schwab helps provide all the advantages of a leading 401(K) service provider – infrastructure, processes, cybersecurity, digital capabilities. Schwab Retirement Plan Services (RPS) offers an award-winning combination of strength & flexibility, experience & innovation, high-tech & high-touch. We're flexible & knowledgeable. Accountable & responsive. Fist & Bump.

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