
We're here to support you.
Dedicated resources to support consultants and advisors.
You can count on us.
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Consultant relations
Because relationships matter.
You'll find us a consistent and reliable primary liaison across all Schwab Retirement Plan Services, including:
• Breadth of capabilities and value
• Plan sponsor and participant experiences
• Access to investment options and third-party managed accounts services
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Support and service
Dedicated to getting things done.
We're here to help, whether it's answering questions, arranging onsite visits, or providing direction. Turn to us for:
• RFPs and conversions
• Benchmarking and industry trends
• Database updates and reporting
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Research and insights
We dig in when it takes some digging.
Answers aren't always easy. When research and analysis are necessary, count on us for the insights you need, including:
• Trend analysis
• Investment research
• Mutual client reporting
We make it easy to engage with us.
Meet the team.

Nick Manson
Director
Head of Consultant Relations
Strengths: Leadership, strategy, relationship building.
Experience: Nick has been in the financial services industry since 2008. He is a graduate of Marietta College and holds a Certified Wealth Strategist (CWS) designation along with his FINRA Series 7, 9/10, and 66 licenses.
For fun: Nick enjoys spending time with his wife and 2 daughters, playing golf, and rooting for the Cleveland Browns and Ohio State Buckeyes. The Mansons also enjoy taking trips to Disney and the beach.