- Home
- 401(k) Software
- Charles Schwab Retirement Plan Services
On the recordRead 14 Nov 202615 facts
Charles Schwab Retirement Plan Services
Westlake, Texas, United States
Plans and prices
Schwab Intelligent Portfolios
Free
Read 25 Oct 2026 · schwab.com
Schwab Retirement Plan Services
Priced on request
Customized workplace retirement plans · fees and services vary by plan
Read 14 Nov 2026 · schwabworkplaceservices.com
On the record
- Advice partner
- Managed-account investment recommendations are provided through an independent registered investment adviser; Morningstar Investment Management serves as an ERISA 3(38) fiduciary for the service.schwabworkplaceservices.com · read 14 Nov 2026
- Compliance assistance
- Provides regulatory information, market trend analyses, and resources for annual workplace 401(k) plan audits.schwabworkplaceservices.com · read 14 Nov 2026
- Employee support
- Participants can use a website for account management and financial planning, plus educational materials and one-on-one professional support.schwabworkplaceservices.com · read 14 Nov 2026
- Investment choices
- Plan investment choices may include Schwab mutual funds, Charles Schwab Trust Bank collective trust funds, and funds from other providers.retirementadvisorsolutions.schwab.com · read 14 Nov 2026
- Limits and pricing
- Pricing is described as competitive and transparent, but the opened page does not specify an amount; plan fees are reviewed proactively.schwabworkplaceservices.com · read 14 Nov 2026
- Managed accounts
- Participants may receive personalized savings and investment recommendations and, for a fee, ongoing professional account management.schwabworkplaceservices.com · read 14 Nov 2026
- Plan analytics
- Employers can track more than 40 key metrics and monthly trends.schwabworkplaceservices.com · read 14 Nov 2026
- Plan design
- Offers plan-design consulting, investment-choice support, benchmarking, and projections for proposed plan changes.schwabworkplaceservices.com · read 14 Nov 2026
- Plan types
- Bundled retirement plan offerings include defined contribution, defined benefit, and nonqualified plans.schwabworkplaceservices.com · read 14 Nov 2026
- Security
- The provider describes rigorous security protocols and references the Schwab Security Guarantee for participants.schwabworkplaceservices.com · read 14 Nov 2026
- Support contact
- Employers can contact Schwab Workplace Services by phone; participants are directed to a separate participant-services number.schwabworkplaceservices.com · read 14 Nov 2026
- What it does
- Provides comprehensive workplace 401(k) services, including recordkeeping and plan administration.schwabworkplaceservices.com · read 14 Nov 2026
- Who it is for
- The service is positioned for employers designing workplace retirement plans and supporting employees' financial lives.schwabworkplaceservices.com · read 14 Nov 2026
