Sponsors & Consultants
Working together for participant outcomes
We believe that when participants benefit, the entire retirement system benefits. And that plan design can affect participant outcomes. At Schwab Retirement Plan Services, we work closely with plan sponsors and consultants to help participants take ownership of their financial well-being. Because when they feel successful, so do we.
We make available:
- Consultative services, fee transparency, and open architecture that could help plan sponsors better serve participants.
- Access to third-party advice services which plan sponsor or other named fiduciary elects for their plan.
- Automatic plan features to help employees get—and stay—on track.
- Proven education programs designed to help participants become better, lifelong investors.
Visit the consultant website
Retirement plan consultants can catch up on the latest industry news, and access relevant, timely content on Schwab Retirement Plan Services’ consultant-focused website.
Corporate Services
Retirement plan, stock plan and compliance solutions for employers, including those offered through our affiliate Charles Schwab & Co., Inc.