Sharp data analysis & well-rounded service¹
No wonder we're on so many consultants' short lists.
At Schwab Retirement Plan Services, we're nerdy about numbers & visionary about goals. We help you dive deep into data & extract meaning for the big picture. We're accountable & transparent. Plus, we deliver at every touchpoint to help consultants & retirement plans benefit. Heck & Yeah.
Consultant Support Center
Transparency. Accountability. And a single point of contact. Our dedicated consultant support professionals assist with various needs including plan level reporting and benchmarking.
We also support you by offering these resources for Sponsors and their participants:
- Expert perspectives. To help retirement plan participants make informed decisions about their finances, Schwab experts are closely monitoring the markets and sharing their analysis and commentary.
- Service options.2, 3 Your clients can access our resources when and where their participants need it: on workplace.schwab.com, using our mobile app, or participants can call us at 800-724-7526.
- Online resources. We’ve assembled digital, on-demand educational resources for Sponsors and their participants to help them in this volatile environment.
Advisor Managed Accounts
Differentiate your practice and deliver more value to your clients.
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.
Robust & intuitive digital 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.
Flexible plan design
Built with open architecture, our plan options offer you the choices you need to design plans that may match your client's goals and participants' unique demographics. But don't take our word for it. Click below to learn more.
The credibility of Schwab
The size, strength and stability of Schwab helps provide all the advantages of a leading player – infrastructure, processes, cybersecurity, digital capabilities.
One-stop shop
You don't have to choose between excellence in service, flexible and comprehensive plan design, or enhanced technology experiences. Check out this proven track record:
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Schwab Retirement Plan Services
Received 102 Best in Class awards, the most of any plan provider in the 2020 PLANSPONSOR® Defined Contribution (DC) Survey for the fourth year in a row.1
Listed as #1 for DC recordkeepers ranked by average participant balance.4
Rated, by participants, as a top leader in trust in the National Association of Retirement Plan Participants (NARPP) Study for the last four years in a row.5
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Charles Schwab & Co., Inc.
Ranked Highest in Retirement Plan Participant Satisfaction in the large plan segment by J.D. Power for the third year in a row.6
Honored to be named one of the most community-minded companies in the nation by The Civic 50 for the fourth year in a row.7
More ways to interact
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Talk with us about all the options available to your business.