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The expertise you need when you need it. ERISA consultant? Plan engagement strategy? Actuarial service needs? We're here to help. Fist & Bump.

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Easily accessible, deep expertise to help you and your clients' employees solve for participant outcomes. We proactively make those resources accessible to you and your clients every day.

ERISA consultants help you & your clients

  • Stay informed
  • Attract & retain talent
  • Ensure compliance
  • Navigate corporate transactions
  • Complement 401(k) plans

Actuarial services

  • ERISA funding calculations
  • Corporate & plan accounting determinations
  • Government form preparation
  • Discrimination testing
  • Analysis of regulatory & legislative changes
  • Financial projections & asset/liability modeling

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?
Video Transcript

Win & Win

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?

"Building trust with plan consultants starts with the little things, like working together to implement a plan design change that may help benefit participants, sharing insights about our platform and our capabilities, or simply keeping plan consultants apprised of information that helps better serve their plan sponsors."

– Rodney Shufford

Additional Plan Offerings

A well-crafted retirement strategy is essential for achieving financial success. That's why we offer powerful solutions for both executives & employees. Discover the difference our nonqualified compensation plan services & defined benefit plan services can make for your organization.

Talk with us about all the options available to your business.

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877-362-0410

Schwab Retirement Plan Services, Inc. created this communication for retirement plan sponsors and retirement plan consultants, advisors, and other retirement plan service providers and fiduciaries only. Schwab Retirement Plan Services, Inc. is not a fiduciary to retirement plans or participants and only provides recordkeeping and related services.
"We" and "our" refer to Schwab Retirement Plan Services, Inc. throughout this web page, unless otherwise noted. "Schwab" refers to Charles Schwab & Co., Inc.

©2024 Schwab Retirement Plan Services, Inc. All rights reserved.

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Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or any of its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested

Outcomes are not guaranteed.

Workplace Financial Services is a business enterprise which offers products and services through Schwab Retirement Plan Services, Inc.; Schwab Stock Plan Services; and Designated Brokerage Services. Schwab Retirement Plan Services, Inc., provides recordkeeping and related services with respect to retirement plans. Schwab Stock Plan Services is a division of Charles Schwab & Co., Inc. providing equity compensation plan services and brokerage solutions for corporate clients. Schwab Designated Brokerage Services (DBS), a division of Charles Schwab & Co., Inc., provides technology solutions for corporate clients with regulatory requirements to monitor employee security transactions.  Schwab Retirement Plan Services, Inc., and Charles Schwab & Co., Inc. ("Schwab")(Member SIPC) are separate but affiliated entities, and each is a subsidiary of The Charles Schwab Corporation.

Through its operating subsidiaries, The Charles Schwab Corporation provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors as well as provides services to retirement and other benefit plans and participants. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC, sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice. Its banking subsidiaries, Charles Schwab Bank, SSB and Charles Schwab Premier Bank, SSB (Members FDIC and an Equal Housing Lenders), provide banking and lending services and products; Charles Schwab Trust Bank (Member FDIC), provides trust, custody, and deposit products and services. Its recordkeeping subsidiary, Schwab Retirement Plan Services, Inc., provides recordkeeping and related services. What we share here to help support you, your employees, your plan, and your participants represents the broad range of products and services available through The Charles Schwab Corporation and its operating subsidiaries. This includes access to brokerage, banking, trust, and recordkeeping services to help respond to needs that may exist within or beyond your retirement plan.

The Charles Schwab Corporation provides services to retirement and other benefit plans and participants through its separate but affiliated companies and subsidiaries: Charles Schwab Trust Bank, Member FDIC, and Charles Schwab & Co., Inc., Member SIPC. Trust, custody, and deposit products and services are offered by Charles Schwab Trust Bank. Brokerage products and services are offered by Charles Schwab & Co., Inc. Schwab Retirement Technologies, Inc. ("Schwab RT") is engaged in developing and licensing proprietary retirement plan recordkeeping systems to independent third-party administrators.

© 2025 The Charles Schwab Corporation. All rights reserved. (0522-225N)