Why Schwab Retirement Plan Services.
Intro
Schwab was built around a simple idea: Put the client first. That's why Schwab Retirement Plan Services is a top 401(k) provider and the choice for employers who want more for their employees. Our commitment to helping improve the financial lives of plan participants is backed by Schwab's experience and industry leadership.
Easy access to expertise.
With us as your 401(k) recordkeeper, you can build a plan that is designed to advance your strategic goals alongside a team of experienced professionals who are available when you need them. Stay on top of plan design trends with industry insights, plan data, and web tools—all backed by access to five decades of Schwab's financial planning and investment experience.
Individualized support for employees.
Spur employees' involvement in their financial futures with services tailored to their unique situations. With access to personalized financial guidance, a library of planning and educational tools, and flexible digital and human support, our plan features are designed to help your employees address financial barriers and better prepare for retirement.
Access to solutions to help you work toward your goals.
As your retirement plan provider, we help you design a plan with your workforce in mind. And through Charles Schwab, you get access to a broad range of solutions—from plan design and communication consulting for you to third-party advice services, investment options, financial planning, and wellness solutions for your employees.
Competitive and transparent pricing
Schwab Retirement Plan Services at a glance.
Our offerings
Bundled retirement plan services include:
Our profile*
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957
Employer relationships
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1,344
Retirement plans serviced
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1.9M
Participants served
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$266B
Total assets
Our top industries**
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Professional services
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Energy
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Manufacturing
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Medical
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Technology
Workplace 401(k) learning hub.
Workplace 401(k) learning hub.
Schwab Retirement Plan Services offers a growing collection of educational resources to support you, whether you are an employer or retirement plan consultant.
See how we can help your benefits package stand out.
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See how we can help your benefits package stand out.