Helping participants pursue better outcomes.

Step by step, with support along the way.

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A woman checks her retirement savings on the go with the Schwab Workplace Retirement App.

Schwab Retirement Plan Services is committed to making available the support they need, no matter where they are on their financial journeys.

We look at a person's financial evolution as a series of approachable phases: earner, saver, investor, owner. And we believe that we can make a positive and lasting impact on people by supporting them where they are—each step of the way.

That's why we build financial wellness into everything we do. Using a powerful combination of innovative technology and service from real people, we provide participants with education and guidance to support their full financial lives.

Offering help when people need it.

Offering help when people need it

  • Managed account and advice services

    Access to third-party personalized advice and for a fee, ongoing retirement plan account management designed to help participants save more and stay on track.1

    Learn more

  • The Schwab Workplace Retirement App

    A secure mobile app enabling on-the-go access to account information, market news, and savings progress.2

    Learn more

Content

  • Participant website

    A modern, intuitive web experience that gives participants access to account details and useful resources.3

  • Financial coaching

    One-on-one conversations addressing participants' financial concerns and goals to help them take their next best step.

  • Participant Services

    Representatives available to assist participants in understanding plan options and finding the right resources and tools to help meet their retirement savings needs.

Tailored messaging is available. Tailored messaging is available. Tailored messaging is available.

Tailored communications

Targeted messaging that addresses participants' needs at every stage of their financial journeys—helping them make informed decisions and take action.4

Education, tools, and resources.

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    My Financial Guide

    An interactive online dashboard designed to help participants understand how the pieces of their financial lives can fit together, from managing debt to saving for emergencies. Schwab Moneywise® expands educational content with access to a vast network of resources.

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    My Retirement Progress™

    A clear view of a participant's progress toward their retirement goals.5

Education, tools, and resources

  • ICN Calculator icon

    Retirement and savings calculators

    Online tools to help participants assess their financial pictures and work toward their personal goals.

  • ICN Webcast icon

    Educational events

    Live and on-demand education on a range of important topics, such as debt management and estate planning, to help participants build their financial knowledge.

A legacy of trust

Rated by participants as a top leader in trust in the National Association of Retirement Plan Participants (NARPP) Study for the last four years in a row.6
 

More resources

Understanding the participant mindset
Nathan Voris, managing director of business strategy, on some of the important findings from the 2019 401(k) Participant Survey and what the results say about the participant mindset.

The value of using retirement calculators 
A discussion about how retirement calculators can help participants take action and feel more confident about preparing for retirement.

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