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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.

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    Learn more about our bundled recordkeeping services.

  • Advisor-managed accounts.

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    Differentiate your practice and deliver more value to your clients.

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

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.

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Research matters.

  • Quarterly stats for self-directed investors.

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    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.

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Retirement plan options.

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

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J.D. Power

#1 in Participant Satisfaction with Retirement Plan Digital Experiences in the J.D. Power 2022 U.S. Retirement Plan Digital Satisfaction

#1 in Participant Satisfaction with Retirement Plan Digital Experiences.1 Awarded by J.D. Power.

J.D. Power award was given on September 15, 2022 and expires August 31, 2023. The criteria, evaluation, and ranking were determined by J.D. Power. See jdpower.com/awards for more information. Schwab paid a licensing fee to J.D. Power for use of the award and logo.

Events and learning.

Join us at these conferences, webcasts, and forums.

  • Industry Events

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    Look for us at these upcoming events.

  • Webcasts

    View upcoming and on-demand webcasts.


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.

 

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More sites for advisors, employers, and investment professionals.

Insights & Ideas

Tax Withholding in Retirement

How to help ensure you pay your fair share once you're no longer working.

January 23, 2023

Retired Investors and Inflation

The double whammy of tanked investments and high inflation is challenging, especially for retirees. Here's help.

January 18, 2023

More Insights & Ideas

Debt Ceiling: What to Know

Fear that the federal government may default on its obligations has driven market volatility in the past, but typically not until the default deadline is much closer.

January 19, 2023

Retired Investors and Inflation

The double whammy of tanked investments and high inflation is challenging, especially for retirees. Here's help.

January 18, 2023

Go With the Flow

Volatility waves and changing-news tides elicit short-term market moves; economic currents tend to affect longer-term market shifts which may now favor international stocks.

January 17, 2023

Ready to connect?

Ready to connect?

(0322-2JN2)(0522-24WT)(1222-2Z43)(12/22)

1 Tied in 2022. For J.D. Power 2022 award information, visit jdpower.com/awards.

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 Compliance Solutions. 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. Compliance Solutions is comprised of Schwab Designated Brokerage Services (DBS), a division of Charles Schwab & Co., Inc., and Schwab Compliance Technologies, Inc. (SchwabCT). DBS 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 Retirement Plan Services, Inc., Schwab Compliance Technologies, 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.