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Charles Schwab & Co., Inc. Schwab Retirement Technologies

Ongoing support and access to value-added services.


Solutions and Support
that give you the edge

A dedicated team of professionals is with you every step of the way.
As your alliance partner, our objective is to help drive your business to higher levels of efficiency, responsiveness and performance. Throughout your relationship with Schwab, out team of specialists, consultants and trainers are dedicated to your needs.

Client services
Schwab RT can help clients navigate through an increasingly complex, competitive and dynamic marketplace. The experienced relationship managers, consultants, and education specialists provide guidance on the products and services that can help retirement plan administrators grow their business. There are three types of professional services: support, consulting, and training.

1. Support
Schwab RT is committed to delivering responsive and professional support. The support team has extensive experience in employee benefits administration, recordkeeping, and technical/network administration. Many on staff have professional designations from American Society of Pension Actuaries (ASPA) and Microsoft.

2. Consulting services
Our experienced Schwab RT consultants associate with the client's staff to share their product and business knowledge and provide three distinct services:

  • Technical Consulting, including an analysis of SQL database, servers, and network infrastructure.
  • Application Consulting, including conversion assistance and programming help for client reports and statements.
  • Practice Consulting, including an evaluation of existing processes and procedures to improve efficiencies and product adoption.

3. Training and education
Schwab RT brings training to your desktop through virtual classes using state-of-the-art webcast technology for interactive sessions conducted over the Internet. With a staff of seasoned technical support experts, the goal is to enhance the productivity and efficiency of our clients by continually offering quality training.

Schwab RT also offers instructor-led classes on the entire suite of products throughout the year at our training center in Charlotte, North Carolina. Our instructors can also create custom training solutions. Schwab RT provides a superb learning experience from basic plan-processing skills to understanding the operational do's and don'ts of offering a self-directed brokerage investment option. Whether it's a one-hour discussion or a four-day workshop, helping students feel comfortable and engaged in the process is the key to producing a positive learning outcome.

Our alliances
We also draw upon the strength of our alliances with other innovators in the industry-leading providers who help us broaden our offering to you. As a result, you have access to a number of value-added services: online tools, data collection, statement and report production services, and more.