Sponsors & Consultants

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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.

Retirement plan consultants can catch up on the latest industry news, and access relevant, timely content on Schwab Retirement Plan Services’ consultant-focused website.

Retirement plan, stock plan and compliance solutions for employers, including those offered through our affiliate Charles Schwab & Co., Inc.

Outcomes are not guaranteed.

Schwab Retirement Plan Services is defined as Schwab Retirement Plan Services, Inc.

Schwab Retirement Plan Services, Inc. created this communication for retirement plan sponsors and retirement plan consultants, advisors, and other retirement plan service providers and fiduciaries only. Schwab Retirement Plan Services, Inc. is not a fiduciary to retirement plans or participants and only provides recordkeeping and related services.

For Institutional audiences only.

Investment Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

The information on this website is for educational purposes only. It is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

The Charles Schwab Corporation provides services to retirement and other benefit plans and participants through its separate but affiliated companies and subsidiaries: Charles Schwab Bank; Charles Schwab Trust Bank; Charles Schwab & Co., Inc.; and Schwab Retirement Plan Services, Inc. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Member SIPC). Trust, custody, and deposit products and services are available through Charles Schwab Bank and Charles Schwab Trust Bank. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Member SIPC). Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans.

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