Corporate & Retirement Services
Serving your plan's best interests

Helping companies deliver superior benefits is a key corporate initiative for Charles Schwab. Whether you're looking to enhance your company's retirement or equity compensation plan benefits, find more appropriate investment alternatives or streamline administrative functions to reduce costs, your needs help drive the solutions we develop.

We seek clients who demand superior benefits for employees and value flexibility. Since we're not trying to serve everybody, we can be much more attentive to you—providing support services with customized programs, considering unique employee needs, proactively protecting your interests, and constantly verifying service levels.

Let’s talk about your plan needs.
Call us toll-free at 877-456-0777.
Client Log Ins:
Plan Sponsors: Schwabplan
Plan Sponsors: StockPlanManager
TPAs: Schwab Retirement Center
Participants: Schwabplan
Participants: Schwab Equity Award Center
Participants: Schwab Complete Account Access
SCRS Press Room:
pdf CFO Research Results:
"A Shared Benefit - Employer Views on the Value of 401(k) Plans"
pdf Charles Schwab Sees More Employers Offering Roth 401(k)
pdf New Schwab Data Indicates Use of Advice and Professionally-Managed Portfolios Results in Higher Rate of Return for 401(k) Participants
pdf Charles Schwab Clients Earn Twenty PSCA 2007 Signature Awards
pdf Employers Use Automatic Tools to Jumpstart Participation and Saving in 401(k) Plans
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The Charles Schwab Corporation (Charles Schwab) provides services to retirement plan sponsors and participants through its subsidiaries, Schwab Retirement Plan Services, Inc., The 401(k) Companies, Inc. and its subsidiaries, The Charles Schwab Trust Company, and Charles Schwab & Co., Inc. Charles Schwab also provides equity compensation plan services and other financial and retirement services to corporations and executives through Charles Schwab & Co., Inc. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans. CSTC, a California state-chartered, non-depository trust company, provides trust and custody services with respect to retirement and other benefit plans, including individual retirement accounts. Charles Schwab & Co., Inc. (Member SIPC) is a registered broker/dealer, offering the Schwab Personal Choice Retirement Account® (PCRA), as well as other brokerage and custody services to its customers.