| Welcome to Schwab | Retirement Plan Services | Stock Plan Services | Designated Brokerage | Third Party Administrators |
| Welcome to Schwab | Retirement Plan Services | Stock Plan Services | Designated Brokerage | Third Party Administrators |
Retirement Plan Services
We know how important service is to plan sponsors and their employees. Our dedicated Retirement Investment Services team is solely focused on providing the resources and tools to assist you in achieving your company's retirement plan goals and objectives*.
We have in-depth experience working with plan sponsors on fund selection and monitoring for retirement plans. This enables us to provide the support and service to help you offer solid investment choices that can meet your employees' individual retirement needs.
Providing objective expertise and guidance are principles upon which Schwab was founded. We offer a broad range of products and services, not just Schwab proprietary products. This helps to serve the best interests of your plan and your employees.
*Some investment services are only available to plans whose assets exceed minimum size requirements. Ask your Schwab representative for more details.
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The Charles Schwab Corporation (Charles Schwab) provides services to retirement and other benefit plans and participants as well as equity compensation plan services and other financial and retirement services to corporations and executives through its separate but affiliated companies and subsidiaries, Schwab Retirement Plan Services, Inc.; The 401(k) Companies, Inc. and its subsidiaries; Charles Schwab Trust Company, a division of the Charles Schwab Bank; and Charles Schwab & Co., Inc. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Member SIPC). Deposit and lending products and service are offered by Charles Schwab Bank, member FDIC and an Equal Housing Lender.