Our resources, your advantage.

We have a broad range of events, educational tools, and resources to help you learn, grow, and stay one step ahead.


Schwab hosts and is involved in a number of thought-provoking events throughout the year. These events provide valuable networking opportunities, relevant industry insights, and hands-on educational opportunities.

Client Events


    Schwab’s premier conference for independent investment advisors.

  • National Retirement Summit

    Retirement Business Services’ premier client event for recordkeepers and advisors, focused on industry perspectives, practice management topics, and operational management insights.

  • Webcasts

    Online events designed to keep you up to date on current trends, industry insights, and commentary from Schwab experts.

  • Practice Management Trainings

    Earn your Accredited Investment Fiduciary® (AIF®) designation and more.

  • Certified 401(k) Professional Designation

    Select advisors are invited to attend The Retirement Advisor University (TRAU)1 at the UCLA Anderson School of Management Executive Education to earn this prestigious designation.

  • Regional Events

    Half-day educational training programs that are geared toward helping independent advisors grow their corporate retirement plan business.

Industry Events

We also attend many key events focused on the recordkeeping industry, such as randug and ASPPA™ Annual.


As a Schwab client, you can access a range of powerful investment research and monitoring tools and prospecting opportunities that can help you bring additional value and expertise to your clients.

  • Schwab’s integrated fi360® Toolkit1

    Integrated with Schwab’s platform, this industry-leading, web-based software streamlines plan management to help you manage the fiduciary process.

  • Mutual fund search tool

    See our mutual fund search tool to quickly research and filter more than 13,000 mutual funds, including a variety of no-load, no-transaction-fee funds.3 You can find it on the Schwab Retirement Center website.

  • PensionPlanet

    Available on the Schwab Retirement Center website, this robust tool enables clients to easily search for retirement plan sales opportunities. A database of more than 1.6 million benefit plans, it features flexible filters that allow you to easily focus searches on your target market, gain valuable insight into a plan’s reported fees, view the number of participants in and total value of a company’s plan, and much more.


In addition to our events and tools, we have a robust online resource library offering white papers, research studies, and industry perspectives. Here’s a small sampling of what you’ll find:

See our Resources page