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:

  • 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.


  • Practice Management

    At Schwab, you can take advantage of our comprehensive resources, including investment and monitoring tools, professional education, and retirement-focused events. 


    See our Practice Management Page > 

  • 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


    See our Plan Solutions Page > 

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.

  • 1973

    Image of Charles Schwab from 1973

    Charles Schwab & Co., Inc. founded.

  • 1987

    Introduced the first custodial service for independent investment advisors.

  • 1992

    Screenshot of newspaper headline

    Established a supermarket of no-load, no-transaction-fee mutual funds.

  • 1994

    Thumbnail image of announcement about PCRA

    Launched Schwab Personal Choice Retirement Account® (PCRA).

  • 1995

    Newspaper clipping about the acquiring of The Hampton Company

    Acquired The Hampton Company, a retirement plan provider founded and led by Walt Bettinger.

  • 2008

    photo of Walt Bettinger

    Walt Bettinger named Chief Executive Officer of The Charles Schwab Corporation.

  • 2017

    Charles Schwab logo

    Schwab disrupts the industry and lowers the cost of investing.

  • 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.

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. 

Depending on the size and type of retirement solution you need, you can choose from our various offerings.

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.

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
people standing on stone steps in front of a building with columns

Talk to us about your retirement plan business needs.

Talk to us about your retirement plan business needs.

Call: 877-702-6498 



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.