Corporate & Retirement Services
Serving your plan's best interests

Helping companies deliver superior benefits is a key corporate initiative for Charles Schwab. Whether you're looking to enhance your company's retirement or equity compensation plan benefits, find more appropriate investment alternatives or streamline administrative functions to reduce costs, your needs help drive the solutions we develop.

We seek clients who demand superior benefits for employees and value flexibility. Since we're not trying to serve everybody, we can be much more attentive to you—providing support services with customized programs, considering unique employee needs, proactively protecting your interests, and constantly verifying service levels.

Let’s talk about your plan needs.
Call us toll-free at 877-456-0777.
Client Log Ins:
Plan Sponsors: Schwabplan
Plan Sponsors: StockPlanManager
TPAs: Schwab Retirement Center
Participants: Schwabplan
Participants: Schwab Equity Award Center
Participants: Schwab Complete Account Access
SCRS Press Room:
pdf Charles Schwab Sees More Employers Offering Roth 401(k)
pdf New Schwab Data Indicates Use of Advice and Professionally-Managed Portfolios Results in Higher Rate of Return for 401(k) Participants
pdf Charles Schwab Clients Earn Twenty PSCA 2007 Signature Awards
Press Release Archive
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The Charles Schwab Corporation (Charles Schwab) provides services to retirement and other benefit plans and participants through its separate but affiliated companies and subsidiaries, Schwab Retirement Plan Services, Inc.; The 401(k) Companies, Inc. and its subsidiaries; Charles Schwab Trust Company, a division of the Charles Schwab Bank; and Charles Schwab & Co., Inc. (Member SIPC). Charles Schwab also provides equity compensation plan services and other financial and retirement services to corporations and executives through Charles Schwab & Co., Inc. Deposit and lending products and services are offered by Charles Schwab Bank, member FDIC and an Equal Housing Lender. Schwab Retirement Plan Services, Inc. and The 401(k) Company, Inc. provide recordkeeping and related services with respect to retirement plans. CSTC provides trust and custody services with respect to retirement and other benefit plans, including individual retirement accounts. Charles Schwab & Co., Inc., a registered broker/dealer, offers the Schwab Personal Choice Retirement Account® (PCRA) and other brokerage and custody services to its customers.