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Charles Schwab & Co., Inc. Schwab Retirement Technologies

Why Schwab?


Solutions and Support
that give you the edge

STRENGTH.
Schwab is financially strong and a name that retirement plan providers, employers, and participants can rely on. With the Schwab name behind you, you can feel assured you’re working with a solid brand you can trust.

LEADERSHIP.
For more than 35 years, Schwab has been a financial industry leader and advocate for the individual investor. The management team at Schwab includes former recordkeepers with proven experience in the retirement business and the ability to understand and anticipate business and industry trends.

EXPERTISE.
Many years of experience combined with our breadth of capabilities enable us to see the complete picture of the retirement industry. In ways that others can’t, we draw on our deep institutional knowledge of employee benefit plans from across our entire enterprise. We have a long history of supporting recordkeepers, from developing one of the first open architecture platforms to launching the first PC-based daily-valued recordkeeping system. We know the retirement business inside and out.

COMMITMENT.
Our dedication to your business is the cornerstone of everything we do. We entered the retirement business in 1992 and remain committed to this industry—now and in the future. From national industry events to client advisory boards, you can feel confident that we are here to support your business and deliver the high level of service you expect when working with Schwab.