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• Retirement Business Services Overview

Committed to Your Success.

Schwab serves the retirement market by offering independent retirement plan providers and fiduciaries industry-leading trust, custody and clearing services, custom investment solutions and cutting-edge technology. We strive to provide the superior products and services that enable you to deliver comprehensive retirement plan solutions to your plan sponsor clients and continually grow, compete and succeed.

As your business evolves and the industry changes, you need a provider who can help you anticipate your business needs and client expectations. And as a leader in the industry, our goal is to set the standard for operational excellence, stability and fee transparency.

Benefit from our commitment through:

• Flexibility to work with any provider or platform you choose
• Alternative product solutions for customized plans
• Shareholder servicing payments and reporting
• Dedicated conversion and implementation team with experience in block conversions
• Plan and participant level benchmarking reports

Our goal is to help you differentiate yourself in the marketplace, deepen your relationships with clients, and reinforce the compelling reasons plan sponsors choose third party administrators for their retirement plan needs.