Charles Schwab—Retirement Plan Services support center | Charles Schwab

scroll50-dblclk
reii-genst
reii
genlp

Supporting our clients together.

Welcome to Schwab Retirement Plan Services. You're right where you need to be to get straight answers, dedicated resources, insights, and access to real people, reports, and information.

We're here to help you lead.

Get the information, tools, and support you need so you can deliver what your clients need to work toward reaching their goals.

  • New here?

    Briefcase icon

    Learn more about our bundled recordkeeping services.

  • Advisor-managed accounts.

    pie chart icon

    Differentiate your practice and deliver more value to your clients.

  • Catch up. Keep up.

    Chart icon

    Our resources help consultants and advisors stay up to date on critical topics.

Skip to Page Navigation

We're all in on supporting you.

Our Investments, Insights, and Consultant Services team makes it easy for you to do business with us. Let us know how we can help.

clients working together on laptop
Skip to Page Navigation

Let’s get started.

New here? Tell us about yourself and we'll follow up.

Research matters.

  • Quarterly stats for self-directed investors.

    Woman reviewing tablet

    Follow the key investment statistics and profile information on participants who are investing in self-directed brokerage accounts (SDBAs).

  • 401(k) Participant Insights

    Find out what's on the mind of participants in Schwab Retirement Plan Services' annual 401(k) Participant Study.

Skip to Page Navigation

Newsletter Sign Up

Get the latest retirement plan insights delivered to your inbox.

Retirement plan options.

Deliver plans with flexible choices, extensive resources, and real value, all backed by dedicated service and support.

Client sitting at consultants desk
Skip to Page Navigation

Events and learning.

Join us at these conferences, webcasts, and forums.

  • Industry Events

    Consultant pointing

    Look for us at these upcoming events.

  • Webcasts

    View upcoming and on-demand webcasts.

Skip to Page Navigation

Workplace Financial Services.

Whether you seek a fresh approach to stock or retirement plan options or need to reduce risk with an employee-monitoring program, Workplace Financial Services has answers. A wide range of products, services, and support is available to help businesses meet the expectations of today's workforce.

 

Client in relaxed setting
Consultant and client conferring over laptop

More sites for advisors, employers, and investment professionals.

Insights & Ideas

Social Security Guide

You may be eligible to collect Social Security as early as 62, but waiting until age 70 yields greater benefits for most people. Here's help on how to decide.

March 14, 2025

Choices Beyond a Roth IRA

If you're interested in contributing to a Roth IRA but your income exceeds IRS limits, you still have options to save for retirement in a tax-smart way.

March 11, 2025

More Insights & Ideas

Perspective: Recession Risk

Unpredictable U.S. tariff policy has heightened concerns about a potential U.S. economic recession.

March 14, 2025

Market Correction: What Is It?

What does a "correction" mean, what's likely to happen next, and what can investors do now?

March 14, 2025

Stocks Plunge on Growth Fears

With little hope of rate cuts or changes in Trump administration policies, stocks hit six-month lows. Tech shares, and Tesla suffered most, while crypto-related stocks dove.

March 10, 2025

Ready to connect?

Ready to connect?

(0322-2JN2) (0522-24WT) (1222-2Z43) (0523-3R7J) (0224-H1SB) (0524-VWGH) (0724-AEE4)

Insights & Education is provided by Charles Schwab & Co., Inc.

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market or economic conditions.

Workplace Financial Services is a business enterprise which offers products and services through Schwab Retirement Plan Services, Inc.; Schwab Stock Plan Services; and Designated Brokerage Services. Schwab Retirement Plan Services, Inc., provides recordkeeping and related services with respect to retirement plans. Schwab Stock Plan Services is a division of Charles Schwab & Co., Inc. providing equity compensation plan services and brokerage solutions for corporate clients. Schwab Designated Brokerage Services, a division of Charles Schwab & Co., Inc., provides technology solutions for corporate clients with regulatory requirements to monitor employee security transactions. Schwab Retirement Plan Services, Inc. and Charles Schwab & Co., Inc. ("Schwab", Member SIPC) are separate but affiliated entities, and each is a subsidiary of The Charles Schwab Corporation.

At the direction of the Plan Sponsor, or Plan Administrator, Participants may have access to advice services that can provide Participants with a retirement savings and investment strategy for their Plan account, furnished by an independent registered investment advisor (“Advisor”). The Advisor is not affiliated with or an agent of Schwab Retirement Plan Services, Inc. (SRPS); Charles Schwab & Co., Inc. (CS&Co.), a federally registered investment advisor; or their affiliates. Neither SRPS, CS&Co., nor their affiliates supervise, make recommendations with respect to, or take responsibility for monitoring the advice services provided to the Participants by the Advisor.

Schwab Asset Management is the dba name for Charles Schwab Investment Management, Inc. (CSIM), the investment adviser for Schwab Funds®, Schwab ETFs™, and separately managed account strategies. CSIM and Schwab Retirement Plan Services, Inc. are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("Schwab"). Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.