Consultants of Retirement Plans
Featured Resources
Thought Leadership & Research
Workplace Financial Wellness
Read our latest white paper: Bringing Financial Wellness to Work: Why action-oriented employee support matters
Schwab Self-Directed Brokerage Account Indicator Reports
Check out Schwab's SDBA indicators for each quarter.
401(k) Participant Survey August 2020
Read the findings from this research study commissioned by Schwab Retirement Plan Services.
Investing Perspectives
Markets & Economy, Investing Ideas, Ask Carrie and more.
Product Information
Schwab Workplace Retirement App
Take a tour of the Schwab Workplace Retirement App for modern mobile devices.
Websites
Full Service Retirement Plans
Design a full bundled retirement plan that best fits your client's needs.
Self-Directed Brokerage Accounts
For your clients who have groups of more investment-savvy participants, explore the Schwab Personal Choice Retirement Account® (PCRA), available through Charles Schwab & Co., Inc.
Charles Schwab Investment Management, Inc. (CSIM)
As you provide your clients with the core building blocks for well-balanced portfolios, learn more about Schwab proprietary funds.
Stock Plan Services
Stock plans serviced through Charles Schwab & Co., Inc. are designed to be tailored specifically to your clients' needs.
Compliance Solutions
Your clients can access one of the only truly comprehensive employee-monitoring solutions, saving time and resources.
Upcoming Events
Industry Events
Join us at these conferences, webcasts, forums.
*A Strategic Analysis: Drivers of Engagement and Loyalty, National Association of Retirement Plan Participants ("NARPP") 2017 Participant Trust Study, Edition v4.0, 2017; NARPP 2018 Participant Trust Study, Edition v5 2018; NARPP 2019 Participant Trust Study, Edition v6, 2019; NARPP 2020 Participant Trust Study, Edition v7, 2020. The data was collected through digital surveys, representing a nationwide sample. 'Top leader', 'top 3', 'top performer' and 'top rated' are all defined as 401(k) providers rated either 1st, 2nd or 3rd on the NARPP Leaderboard that received the top 3 highest percentage scores rated by participants in the 2017, 2018, 2019 & 2020 NARPP studies. The key categories include: overall satisfaction, trust, confidence, education and participant knowledge. Contact@NARPP.org for a copy of the study.
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Charles Schwab Investment Management, Inc. (CSIM), the investment advisor for Schwab Funds®, and Charles Schwab & Co., Inc. ("Schwab"), Member SIPC, the distributor for Schwab Funds, are separate but affiliated companies and subsidiaries of the Charles Schwab Corporation.
Schwab Stock Plan Services provides equity compensation plan services and other financial services to corporations and employees through Charles Schwab & Co., Inc. (“Schwab”). Schwab, a registered broker-dealer, offers brokerage and custody services to its customers.
Compliance Solutions is comprised of Schwab Designated Brokerage Services (DBS), a division of Charles Schwab & Co., Inc. ("Schwab"), Member SIPC, and Schwab Compliance Technologies, Inc. ("SchwabCT"), formerly Compliance11, Inc. Schwab Designated Brokerage Services 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 Compliance Technologies, Inc. and Charles Schwab & Co., Inc. are separate but affiliated entities and each is a subsidiary of The Charles Schwab Corporation.
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.
Charles Schwab received the highest numerical score in the large plan segment in the J.D. Power 2018-2019 and tied in the 2020 U.S. Retirement Plan Participant Satisfaction Studies of participants' satisfaction with their retirement plan provider. The 2020 study was based on 10,159 responses from retirement plan participants surveyed in February and March 2020. Your experiences may vary. Visit jdpower.com/awards. "Charles Schwab" is Charles Schwab & Co., Inc. for purposes of this award.
(0520-0625) (07/20) (0720-065X)(0820-0AB7) 1020-0RPF (10/20)