Consultants of Retirement Plans
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Featured Resources
Thought Leadership & Research
Workplace Financial Wellness
Research from The Charles Schwab Corporation on financial wellness benefits.
Schwab Self-Directed Brokerage Account Indicator Reports
Check out Schwab's SDBA indicators for each quarter.
401(k) Participant Survey, August 2017
Read the press release and 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
Participants can download the Schwab Workplace Retirement app.
Managed Account Services
This brochure describes the managed account services available through Schwab Retirement Planner.
Advisor Managed Accounts for 401(k) Plans
Retirement plan consultants who are registered investment advisors can build and manage customized investment portfolios for the plans they support, integrating recordkeeping services from Schwab Retirement Plan Services and managed account technology from Morningstar Investment Management LLC.
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.
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All advisory services (including the managed account portfolios) are provided by an independent registered investment advisor (“Advisor”), using the managed account technology services of Morningstar Investment Management LLC, an independent registered investment adviser and subsidiary of Morningstar, Inc. Morningstar Investment Management is not affiliated with the Advisor. Neither the Advisor nor Morningstar Investment Management is affiliated with or an agent of Schwab Retirement Plan Services, Inc. (SRPS) or any of its affiliates (collectively Charles Schwab). Fees are charged by SRPS for the recordkeeping and related services it provides, and fees may also be charged by the Advisor for its provision of the advisory services. Morningstar Investment Management provides a savings rate recommendation as part of the managed account technology services it provides to the Advisor. For plans that do not include a salary deferral feature, a savings rate recommendation will not be included. The Morningstar name and logo are registered marks of Morningstar, Inc.
Schwab Retirement Plan Services defined as Schwab Retirement Plan Services, Inc.
Charles Schwab Investment Management, Inc. (“CSIM”) is the investment advisor for Schwab's proprietary mutual funds and ETFs.
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, a division of Charles Schwab & Co., Inc., and Compliance11, Inc. Schwab Designated Brokerage Services provides technology solutions for corporate clients with regulatory requirements to monitor employee security transactions. Charles Schwab & Co., Inc. and Compliance11, Inc. are subsidiaries 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.
For Institutional audiences only.