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.

Examples of our track record.

We meet people where they are, building trust as we guide them along the road to retirement and support their individual goals. The result: Sponsors and participants who are satisfied with Schwab Retirement Plan Services.

  • Ranked #1 in Retirement Plan Participant Satisfaction in the large plan segment by J.D. Power for the third year in a row.1
  • Received 88 Best in Class awards, the most of any plan provider rated in the 2019 PLANSPONSOR® Defined Contribution (DC) Survey for the third year in a row2
  • Rated by participants as a Top Leader in Trust in the National Association of Retirement Plan Participants (NARPP) Study for the last 4 years in a row.3

Where we stand today:

  • 1.6M

    participants served*

  • 1,208

    retirement plans serviced*

  • 853

    employer relationships*

  • $162B

    in total assets*

Our top industries served:**

  • 1. Financial services

  • 2. Legal services

  • 3. Medical

  • 4. Transportation

  • 5. Manufacturing

  • 6. Technology

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