& no trade-offs
Welcome to Schwab Retirement Plan Services. We deliver at every touchpoint to help support your clients with the resources they need. Explore this page to find out why we're on so many consultants' short lists.
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.
Robust & Intuitive Tools
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.
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.
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.
The credibility of Schwab
Schwab Retirement Plan Services offers an award-winning combination of strength & flexibility experience & innovation, high-tech & high-touch. We're flexible & knowledgeable. Accountable & responsive. Fist & Bump.
Talk with us about all the options available to your business.