Grow your retirement plan business with an industry leader.
Success doesn't just happen.
Success doesn't just happen. It takes the right combination of experience, knowledge, plan solutions, and support. We've been helping advisors build their businesses for over 30 years and continue to do so with:
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Custom Consulting
With Schwab, you are never on your own. Whether you have been advising clients on retirement plans for years or are new to the space, we're here—and ready to support you each step of the way. Like an extension of your own staff, our dedicated professionals are committed to helping you succeed and have the experience necessary to make a difference.
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Practice Management
At Schwab, you can take advantage of our comprehensive resources, including investment and monitoring tools, professional education, and retirement-focused events.
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Plan Solutions
We offer a full spectrum of plan solutions for a wide array of plan sizes and types. To help you meet a broad range of client needs, we support many types of employee benefit plans, including defined benefit, defined contribution, nonqualified plans, and more.
We provide:- Independent retirement plan providers1 paired with Schwab
- Schwab's comprehensive 401(k) plan services
- Small business retirement accounts
- Schwab Retirement Advisor Portfolio
Retirement Expertise
Schwab has decades of experience and is an established leader in the retirement plan industry. Scroll through our historical timeline to see what makes us different.
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1973
Charles Schwab & Co., Inc. founded.
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1987
Introduced the first custodial service for independent investment advisors.
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1992
Established a supermarket of no-load, no-transaction-fee mutual funds.
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1994
Launched Schwab Personal Choice Retirement Account® (PCRA).
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1995
Acquired The Hampton Company, a retirement plan provider founded and led by Walt Bettinger.
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2008
Walt Bettinger named Chief Executive Officer of The Charles Schwab Corporation.
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2017
Schwab disrupts the industry and lowers the cost of investing.
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2020
Charles Schwab Trust Bank is founded, enhancing Schwab's banking and trust capabilities.
We can help build the retirement plan approach that works best for you and your clients. If you'd like to learn more, contact us today.
Four retirement plan questions every advisor should ask.
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How do you want to differentiate your retirement plan business? Consider the shape you want your involvement to take and then look at the many ways Schwab can help you fulfill your strategy.
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Depending on the size and type of retirement solution you need, you can choose from our various offerings.
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Your level of involvement will help you choose the best solution for both your and your clients' needs. Schwab offers a wide variety of solutions that can fit many business types.
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Yes. We have experienced consultants who can help guide you with customized consulting and recordkeeping solutions. We help match you and your clients with the right plan solutions depending on your specific needs.
Experience matters.
For more than 50 years, Schwab has been a leader in the financial industry and an advocate for the individual investor. The management team includes leaders in the recordkeeping industry with proven experience in the retirement business. In ways that others can't, we draw on our deep institutional knowledge of employee benefit plans from across our entire enterprise.
- 200+ independent recordkeepers
- 2.000+ retirement plan advisors
- Over 40 years of experience in the retirement plan business
- Over 160,000 retirement accounts2
- More than 17,000 investment options3
- Retirement plan assets in excess of $400 billion4
Talk to us about your retirement plan business needs.
Talk to us about your retirement plan business needs.
Call: 877-702-6498
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1. Independent retirement plan providers are not owned by, affiliated with, or supervised by Schwab.
2. The number of brokerage accounts and assets reported are for retirement plans brought to Charles Schwab & Co., Inc. by independent recordkeepers and other parties. These numbers do not include the number of accounts held in Schwab Personal Choice Retirement Accounts® or retirement plans held at Charles Schwab Bank. All data as of March 2023.
3. Funds made available through Charles Schwab Trust Bank and/or Charles Schwab & Co., Inc.
4. Total assets held at Charles Schwab Trust Bank as of September 2023.