Completely committed
& 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.

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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

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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.

 
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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. 

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