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*

  • 1.6M

    participants served*

  • 1,229

    retirement plans serviced*

  • 863

    employer relationships*

  • $228B

    in total assets*

Our top industries served:†

  • 1. Legal services

  • 2. Financial services

  • 3. Transportation

  • 4. Medical

  • 5. Manufacturing

  • 6. Technology

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