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Supporting our clients together.

Welcome to Schwab Retirement Plan Services. You're right where you need to be to get straight answers, dedicated resources, insights, and access to real people, reports, and information.

We're here to help you lead.

Get the information, tools, and support you need so you can deliver what your clients need to work toward reaching their goals.

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    Our newsletters help consultants and advisors stay up to date on critical topics.

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Our Investments, Insights, and Consultant Services team makes it easy for you to do business with us. Let us know how we can help.

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Research matters.

  • Quarterly stats for self-directed investors.

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    Follow the key investment statistics and profile information on participants who are investing in self-directed brokerage accounts (SDBAs).

  • 401(k) Participant Insights

    Find out what's on the mind of participants in Schwab Retirement Plan Services' annual 401(k) Participant Study.

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Retirement plan options.

Deliver plans with flexible choices, extensive resources, and real value, all backed by dedicated service and support.

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    Look for us at these upcoming events.

  • Webcasts

    View upcoming and on-demand webcasts.


Workplace Financial Services.

Whether you seek a fresh approach to stock or retirement plan options or need to reduce risk with an employee-monitoring program, Workplace Financial Services has answers. A wide range of products, services, and support is available to help businesses meet the expectations of today's workforce.

 

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More sites for advisors, employers, and investment professionals.

Insights & Ideas

The Rule of 55

Hoping to access your 401(k) early? With the rule of 55, you may be able to access and take early withdrawals from your 401(k). Here's what you need to know.

March 12, 2024

Benefits of Investing Your HSA

Health savings accounts (HSAs) are for more than just routine medical expenses. By investing a portion of your account, you can potentially grow your funds tax-free.

February 28, 2024

More Insights & Ideas

Perspective: Under the Surface

Sentiment data is beginning to match relatively strong "hard" economic data.

March 15, 2024

Japan's Long Comeback

The second-largest stock market has captured the interest of investors, supported by stronger, more broad-based earnings, and incentivized by Japan's fiscal and monetary policies.

February 26, 2024

Simple Indicators?

Market folklore provides an easy, but inaccurate guide for investing in today's interconnected and complex market. Indicators based on economic or market behavior may be preferred.

February 12, 2024

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(0322-2JN2)(0522-24WT)(1222-2Z43)(0523-3R7J) (0224-H1SB)

Insights & Education is provided by Charles Schwab & Co., Inc.

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market or economic conditions.

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, 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.

At the direction of the Plan Sponsor, or Plan Administrator, Participants may have access to advice services that can provide Participants with a retirement savings and investment strategy for their Plan account, furnished by an independent registered investment advisor (“Advisor”). The Advisor is not affiliated with or an agent of Schwab Retirement Plan Services, Inc. (SRPS); Charles Schwab & Co., Inc. (CS&Co.), a federally registered investment advisor; or their affiliates. Neither SRPS, CS&Co., nor their affiliates supervise, make recommendations with respect to, or take responsibility for monitoring the advice services provided to the Participants by the Advisor.

Schwab Asset Management is the dba name for Charles Schwab Investment Management, Inc. (CSIM), the investment adviser for Schwab Funds®, Schwab ETFs™, and separately managed account strategies. CSIM and Schwab Retirement Plan Services, Inc. are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("Schwab"). Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.