Dedicated resources to help you support your clients

Staffed by senior-level professionals, the Consultant Support Center is a centralized, dedicated resource that makes it easy for consultants to do business with us.

Count on us to:

  • Provide timely responses to your questions and requests: capabilities, data requests and reporting, industry trends/benchmarking, mutual client reporting, database updates, investments, RFP/RFI submissions, and more.
  • Be your primary liaison to other Schwab Retirement Plan Services resources (e.g. service questions, web demonstrations, onsite visits, joint client strategy reviews).

 

We're here to help.

CONSULTANT SUPPORT CENTER

Talk with us about your client's workplace retirement plan.

Contact your Schwab representative.

Phone: 877-783-4372

Email: consultantsupport@schwab.com.

(0920-0L2B) (04/21)

Schwab Retirement Plan Services defined as Schwab Retirement Plan Services, Inc.