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, 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.

Personalized participant experience

We combine online tools, education and guidance to help participants understand where they stand in terms of retirement savings and take the next best steps toward financial wellness. 

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

With Schwab Retirement Plan Services, you don't have to choose between excellence in service, flexible and comprehensive plan design, or enhanced technology experiences. Check out our track record.