Nonqualified deferred compensation plans.

Specialized services meet comprehensive support.

An industry-leading benefit, delivered seamlessly.

Our goal is to bring you and your employees the experiences and resources you need to succeed. To attract and retain key employees, nonqualified deferred compensation plans can play an integral role. That's why we've collaborated with Newport, a recognized nonqualified specialist, to help employees make the most of their benefits. Our expert team and extensive resources can support the needs of each plan and each participant—no matter how complex.

Dedicated support

  • Dedicated support

    Start-to-finish support from a dedicated Schwab Retirement Plan Services team that includes consulting services from Newport specialists 

  • Valuable insights

    Complimentary consulting, including funding strategies and compliance guidance

  • A participant-first approach

    Experience and communications engineered for the executive audience

  • Versatile investment options

    Flexible investments for participants with a Schwab Personal Choice Retirement Account®1

  • Streamlined plan administration

    Help with plan design and implementation to make it easier for you to administer your plan

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Benefits designed to ease your day.

  • Daily valuation, reporting, and recordkeeping services
  • End-to-end solutions with risk and Section 409A compliance processes
  • Legal, tax, and accounting resources
  • Comprehensive liability management
  • 457(b) plan administration
  • Enhanced plan financing options, including corporate-owned life insurance (COLI) and company stock

Employee support at each step.

  • Integrated single sign-on experience through our website and mobile app
  • Schwab Retirement Plan Services call center support
  • Monthly FICA reporting for employer contributions
  • Direct payments and W-2 statement services

Expert administration and technology support.

Newport is a leading provider of deferred compensation and executive benefit plan services. With more than 40 years of experience and market leadership, Newport delivers comprehensive deferred compensation plan administration—all from responsive, experienced specialists.

See how we can help you reach your plan goals.

Get in touch Call 877-362-0410

"We," "us," and "our" refer to Schwab Retirement Plan Services, Inc.

1. Schwab Personal Choice Retirement Account® (PCRA) is offered through Charles Schwab & Co., Inc. (Member SIPC), a registered broker-dealer, as part of the Plan, with Plan recordkeeping services provided by Schwab
Retirement Plan Services, Inc.

Newport is not affiliated with Schwab Retirement Plan Services, Inc.

Securities are offered through Ascensus Broker Dealer Services, LLC, member FINRA/SIPC. Securities in California are offered under the d/b/a Ascensus Corporate Insurance Solutions. Other insurance products may be offered by Newport Group, Inc., an Ascensus Company. Investment Advisory and fiduciary consulting services are offered through Newport Group Consulting, LLC, a registered investment adviser and subsidiary of Newport Group, Inc., an Ascensus Company. For more information about Newport Group Consulting and its services, please visit newportgroup.com or refer to Form ADV Part 2, which is available by contacting 407-333-2905, visiting newportgroup.com, or adviserinfo.sec.gov.

(0923-3EAJ)
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.

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