Grow your retirement plan business with an industry leader.

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 25 years and continue to do so with:

Custom Consulting

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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.

Let’s connect today

Practice Management

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As a client, you can take advantage of our comprehensive resources, including investment and monitoring tools, professional education, industry designations, and retirement-focused events. Here are a few examples:

  • Premier client events, such as IMPACT® and Schwab’s National Summit
  • Tools like the fi360 Toolkit,1 PensionPlanet, and the mutual fund search tool
  • Direct, discounted access to the Accredited Investment Fiduciary® (AIF®) training necessary for the designation

See our Practice Management page

Plan Solutions

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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 providers2 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

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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.

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.

Five retirement plan questions every advisor should ask.

Experience matters.

For more than 40 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.

140 independent recordkeepers

1,500+ retirement plan advisors

Over 25 years of experience in the retirement plan business

Over 140,000 retirement accounts6

More than 14,500 investment options7

Retirement plan assets in excess of $212 billion6