Why Schwab Retirement Plan Services?

We're tireless champions for retirement plan participants and those who serve them. While each group has different needs, we're dedicated to serving both well.

Steady & Agile

Schwab Retirement Plan Services is the choice for employers who want more – more service, innovation, and solutions. We earn the trust of clients every day by focusing on the unique needs of each plan and every participant. We're confident that our approach can help employees take ownership of their full financial futures.

Who we are: Champions for investors and those who serve them.

Built on the idea of putting the individual first, The Charles Schwab Corporation and its subsidiaries stand out by challenging the status quo on behalf of clients. Schwab Retirement Plan Services is backed by the strength and stability of Charles Schwab's experience and industry leadership:

  • Schwab was selected as one of the 2021 FORTUNE Top 50 World's Most Admired Companies1
  • Leading investment services firm2
  • Custodian for independent advisors3

How we serve: Client first, outcome focused.

We have a different approach. By seeing things through our clients' eyes, we have created a culture of service that has led to proven client satisfaction. Our transparency and accountability deliver the high-touch service that sponsors demand and an unwavering focus on better employee outcomes:

  • Schwab Retirement Plan Services

    Received 102 Best in Class awards, the most of any plan provider in the 2020 PLANSPONSOR® Defined Contribution (DC) Survey for the fourth year in a row.4

    Listed as #1 for DC recordkeepers ranked by average participant balance.5

    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

    Ranked #1 in the J.D. Power 2021 U.S. Retirement Plan Digital Satisfaction Study.8

  • The Charles Schwab Corporation

    Read more about awards and recognition.

What we offer: More options and flexibility.

We combine Schwab's four-plus decades of financial planning and investing experience with the power of personalization. Our products and services are designed to meet the needs of individual plans and their employees. We give plans the flexibility they need:

  • Broad access to investments
  • The industry's leading self-directed brokerage option
  • A combination of people and technology to help everyone get education and guidance for their full financial lives