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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.
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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.
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Advisor-managed accounts.
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Catch up. Keep up.
Our newsletters help consultants and advisors stay up to date on critical topics.
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Research matters.
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Quarterly stats for self-directed investors.
Follow the key investment statistics and profile information on participants who are investing in self-directed brokerage accounts (SDBAs).
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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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#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.
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Industry Events
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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.
More sites for advisors, employers, and investment professionals.
Insights & Ideas
IRA Contribution Rules
Retirement Savings Tips
More Insights & Ideas
Congress Clears Debt Deal
Understand U.S. Agency Bonds
Hedging in Volatile Times
Ready to connect?
Ready to connect?
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.