Completely committed
& no trade-offs
See what it's like to get dedication without compromise, but don't take our word for it. Schwab Retirement Plan Services received 48 Best in Class awards, the most of any plan provider rated in the PLANSPONSOR® Defined Contribution (DC) Survey for the fifth year in a row.* Heck & Yeah.
Loredana Morosanu
Hello. My name is Loredana Morosanu and I'm a Director of Strategic Relationships at Schwab Retirement Plan Services. In 2003, I moved to the US from Romania. Since then, I've been using my skills to do work I love, helping people make a difference in their financial futures. First, I want to understand your business model, your priorities, and the kind of relationship you want to have with us. Learning how we can best work together to help participants is at the core of my role. Second, I'll work with you to help support the fiduciary functions of our shared client. At Schwab Retirement Plan Services, we provide access to a broad array of content and resources that may be relevant to plan sponsors with their fiduciary duties.
And last, but just as important, I'll keep you current in our company updates and our strategic initiatives. I believe a successful business relationship starts with strong communication. I'm always looking for feedback on how we can help better serve you. It's important for people to make informed decisions, so they can feel confident and prepare for what lies ahead. I look forward to learning more about your organization and working together to help your clients' participants with their financial futures.
Badabing & Badaboom
"I work to keep you current on our company updates & strategic initiatives; and provide access to a broad array of content & resources that may be relevant to plan sponsor fiduciary duties." – Loredana Morosanu
Rodney Shufford
Hello. My name is Rodney Shufford, and I'm a Relationship Manager at Schwab Retirement Plan Services. In my 22 years here, I've been serving our clients by helping consultants, plan sponsors, and participants work towards better outcomes.
I see each day as an opportunity to prove to consultants and plan sponsors that choosing us was the right decision. They have an enormous responsibility of successfully positioning participants for retirement.
Building trust with plan consultants starts with the little things, like being consistently sponsor and accurate with the information we relay. From there, trust progresses through various interactions, like working together to implement a plan design change that may help benefit participants or sharing insights about our platform and our capabilities, or simply keeping plan consultants apprised of information that helps better serve their sponsors.
Consultants are part of a highly competitive environment, and we have to evolve alongside to show we're a reliable resource. When consultants engage us, it's important they know we're a committed organization of professionals who try to look at every situation through our client's eyes. By doing right by participants, we all. And after all, isn't that the common goal?
Win & Win
"Building trust with plan consultants starts with the little things, like working together to implement a plan design change that may help benefit participants, share insights about our platform and our capabilities, or simply keep plan consultants apprised of information that helps better serve their plan sponsors." – Rodney Shufford
Catherine Golladay
Hi, I'm Catherine Golladay. I'm the managing director and head of workplace financial services. I've been here 25 years, and I have enjoyed every single one of them. At Schwab Retirement Plan Services, we serve employers and their employees, helping them prepare for retirement. It's a wonderful place to work. You get to see firsthand the changes that you're making in someone's life. It's so rewarding. We see things through clients' eyes. We put them really at the center of everything we do, innovating on their behalf and serving their needs, and we get to have a lot of fun along the way.
We are completely committed because we know how important it is to help plan sponsors and the consultants that serve them, just make the best retirement plan that they can and helping them solve their problems. Consultants can expect that we are going to deliver exceptional service to their clients. It's really how we show up every day, with a service heart and just a willingness to go the extra mile. What a powerful feeling to know that you're helping people and their family as they're thinking about preparing for retirement. It's a humbling experience, but it's so gratifying. We are committed and passionate about the people that we serve.
All & In
"We see things through clients' eyes. We put them really at the center of everything we do, innovating on their behalf and serving their needs. And we get to have a lot of fun along the way." – Catherine Golladay
Andrew Hudson
Hello. My name is Andrew Hudson, and I'm a Senior Manager in Consultant Services at Schwab Retirement Plan Services. I've been a proud team member here for the past 11 years. As your single point of contact, Consultants Services is always ready to help provide essential resources, including RFIs and RFPs, plan level reporting, and benchmarking for consultants and plan sponsor clients.
We serve as your primary liaison to other sources within our organization who can help provide demonstrations and client strategy reviews. We are committed to assisting consultants in understanding the flexibility and the breadth of resources that we make available.
In our industry, things are constantly changing. So one way we provide you with updates is in the form of quarterly webinars. You can hear directly from our leadership, about our commitment to the retirement business, and the enhancements that are being developed to help you better serve plan sponsors.
We know you bring value to your clients and we aim to help your business stand out from the crowd through features like third party advisor managed accounts, or AMA. We introduced the concept of AMA in 2015, and we're proud to have been the first record keeper to collaborate with Morningstar Investment Management, LLC, in this area. With our robust experience, plus their fiduciary support, you'll find it easier than ever to put your client's retirement plan needs first.
We share a common goal, and that goal is to help plan sponsor clients create a more secure financial future for participants. I look forward to learning about your practice and exploring how we can work toward achieving that goal together.
Fist & Bump
"As your single point of contact, Consultant Services is always ready to help provide essential resources, including RFIs and RFPs, plan-level reporting, and benchmarking for consultants and plan sponsor clients." – Andrew Hudson
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
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 resourcesWe'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.
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.
