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Overview Retirement Plan Services Retirement Plan Services
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A broad range of competitive investment choices

Because choice should be fundamental to any investment plan, we make available an extensive range of funds with competitive costs.

Highly competitive investments

Our Retirement Investment Services specialists:

  • Use a tool that screens thousands of funds based on your specific criteria.
  • Help you identify historically high-performing fund managers in key investment disciplines.
  • Provide access to a diverse range of investment options — often with no extra administrative cost.

Freedom of choice

  • Choose from thousands of historically high-performing funds with competitive expense ratios. Past performance is no guarantee of future results. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.
  • No obligation to place a certain percentage of plan assets in Schwab proprietary funds.1

1 While Schwab requests that plan sponsors who select a money market or stable value fund use Schwab funds, there are no other proprietary asset or fund minimum requirements.