Corporate & Retirement Services
Investment Services
Investment Management Tools
Participant Services
Participant Website
Participant Statements
Administrative Services
Actuarial Services
Trust & Custody
Bundled Retirement Program Services

Comprehensive actuarial consulting services can help you understand the financial aspects of your plan and manage complex issues that may arise.

Choose the support you need
Our basic actuarial consulting services include ERISA funding calculations, FAS expense determination and government form preparation. In addition, we can provide:

  • Plan design analysis and implementation assistance
  • Discrimination testing
  • Analysis of regulatory and legislative changes
  • Assistance with plan provision changes and document drafts
  • Asset/liability modeling
  • Financial projections
Supporting your plan with broad investment choice, streamlined operation and exceptional service.
man and woman consulting
Suggested next steps:
Call 1-877-456-0777
to get started today.
This site is designed for U.S. residents (non-U.S. residents subject to country-specific restrictions).
© 2008 Schwab Retirement Plan Services, Inc. All rights reserved (1203-7479)