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.

  • New here?

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    Learn more about our bundled recordkeeping services.

  • Advisor-managed accounts.

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    Differentiate your practice and deliver more value to your clients.

  • Catch up. Keep up.

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

We're all in on supporting you.

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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Let’s get started.

New here? Tell us about yourself and we'll follow up.

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).

  • Confident participants still seek advice.

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    Schwab Retirement Plan Services' annual 401(k) Participant Study shows participants are confident about reaching their retirement goals but still value financial advice.

Featured retirement plan insights.

We make it easy for you to stay on top of the retirement plan insights that matter most to you and your clients. Dig in.

  • Managed account adoption.

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    Tracking adoption across employers, employees, and advisors.

  • Schwab@Home.

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    The shift to digital education.

  • Plan Health Dashboard.

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    Delivering the insights sponsors need to help manage their retirement plans.

Newsletter Sign Up

Get the latest retirement plan insights delivered to your inbox.

Retirement plan options.

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

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JD Power award

Highest in Digital Satisfaction with Retirement Plan Participant Providers according to J.D. Power.1

Highest in Digital Satisfaction with Retirement Plan Participant Providers according to J.D. Power.1

Events and learning.

Join us at these conferences, webcasts, and forums.

  • Industry Events

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    Look for us at these upcoming events.

  • 2022 PLANSPONSOR National Conference

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    PLANSPONSOR National Conference2
    June 8-10, 2022
    JW Marriott Orlando, Grande Lakes


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 and ideas.

  • JANUARY 14, 2022

    Can-You-Afford-to-Retire-Early

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    Here’s how to figure out how your budget and savings would be affected if you had to retire earlier than anticipated.

  • JANUARY 13, 2022

    Social Security FAQs

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    Our experts answer common questions about Social Security to help you maximize your retirement benefits.

More Insights & Ideas

  • DECEMBER 30, 2021

    Planning Your Retirement Income Distribution

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    A guide to approaching distribution.

  • DECEMBER 17, 2021

    Year-End Portfolio Checkup: 5 Tax-Smart Tips

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    The end of the year is a great time for a portfolio review—and to evaluate your overall approach to saving and investing. Consider these five tax-smart steps now.

  • DECEMBER 17, 2021

    What to Do If Retirement Isn’t Your Only Goal

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    Retirement is important. But it’s probably not your only goal. Here’s how a financial plan can help you balance retirement savings with life’s other important milestones.

Ready to connect?

Ready to connect?

(0322-2JN2)(0522-24WT)(5/22)

1 For J.D. Power 2021 award information, visit jdpower.com/awards.

2 You will be accessing a third-party website. Schwab Retirement Plan Services, Inc. (SRPS) has not reviewed the sites referenced herein and is not responsible for the content of any off-site pages or any other linked sites. No judgment or warranty is made with respect to the accuracy, timeliness, completeness, or suitability of the content of the services or sites to which these screens link, and SRPS takes no responsibility therefore. A link to a service or site outside of SRPS is not an endorsement of the service or site, its content, or its sponsoring organization. SRPS provides links to other Internet sites solely as a convenience to its users. Your linking to these sites is at your own risk.

Insights & Ideas 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 Compliance Solutions. 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. Compliance Solutions is comprised of Schwab Designated Brokerage Services (DBS), a division of Charles Schwab & Co., Inc., and Schwab Compliance Technologies, Inc. (SchwabCT). DBS provides brokerage solutions for corporate clients who monitor their employees' securities activity. SchwabCT provides technology solutions for corporate clients to help facilitate their compliance technology program implementation. Schwab Retirement Plan Services, Inc., Schwab Compliance Technologies, 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.