We’re proud to announce that Ashley Malina is a 2024 PLANSPONSOR Service Star award winner. Shine on, Ashley! https://bit.ly/45oqfq6
About us
We believe that retirement planning isn’t just about saving for the future. It’s about giving employees access to the guidance they need to take full ownership of their finances & prepare for the milestones ahead. We prioritize the individual—their unique financial needs, feelings, and behaviors—to support informed decision-making. By working closely with consultants, we help employers design plans aligned with business & employee objectives. We combine Schwab’s decades of financial planning experience with a flexible approach that helps sponsors and participants tap into the resources they need to stay engaged. • Easily accessible & deep expertise to support each plan and every participant • Individualized services to help address diverse financial needs • Access to a broad range of solutions to help employees & plan sponsors work toward their goals “Schwab” refers to Charles Schwab & Co., Inc. Schwab Retirement Plan Services, Inc. and Charles Schwab & Co., Inc. are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Member SIPC, sipc.org). The Charles Schwab Corporation does not endorse third-party comments. For additional information and disclosures, please visit aboutschwab.com/social-media-at-schwab. Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose Value This profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents. Trust, custody, and deposit products and services are available through Charles Schwab Bank and Charles Schwab Trust Bank, Members of FDIC. “We” and “our” refer to Schwab Retirement Plan Services, Inc. Schwab Retirement Plan Services, Inc. is not a fiduciary to retirement plans or participants and only provides recordkeeping and related services. ©2023 Schwab Retirement Plan Services, Inc. All rights reserved. 0523-3CHH
- Website
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http://schwab.com/retirementplans
External link for Schwab Retirement Plan Services
- Industry
- Financial Services
- Company size
- 10,001 employees
- Headquarters
- Richfield, OH
- Type
- Public Company
- Founded
- 1973
- Specialties
- Retirement plans, Retirement services, Investing for retirement, Index funds for retirement, Retirement education, 401(k) plans, Defined contribution plans, Defined compensation plans, Financial wellness, and Managed accounts
Locations
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Primary
4150 Kinross Lakes Pkwy
Richfield, OH 44286, US
Employees at Schwab Retirement Plan Services
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Maria E. Schneider, CEBS, CPC, QPA, QKA
Director, Strategic Relationships | Plan Sponsor Services
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Juliana MacTaggart, MBA
Schwab Retirement Plan Services, Inc. (SRPS)- Helping Consultants in the Retirement Plan Services Industry.
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Curtis Nissley
ERISA Compliance Manager at Schwab Retirement Plan Services
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Walt Melcher
Vice President, Midwest Core Sales at Charles Schwab
Updates
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Retaining executive talent is important for steering your company’s culture—and its bottom line. That’s because the total cost to hire a new employee can be three to four times the position’s salary, according to the Society for Human Resource Management’s benchmarking reports. See how you can better support your company’s leadership with Schwab services designed specifically for your executives. It’s part of the personal support we offer your entire workforce. https://bit.ly/4dbOQRI
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According to the 2024 Schwab 401(k) Participant Study, more workers are feeling they’re on track to reach their retirement savings goals. Want to learn more about the results of our study? Take a look at the findings. https://bit.ly/3Ycanpf
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Our quick video can save you months of financial worry and literally help feed your family in times of need. https://bit.ly/3WxSqQx
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Nearly three-quarters of employees want personalized investment advice for their 401(k). And when they get it, their confidence dramatically increases, according to our 2023 401(k) Participant Study. See in our infographic how Schwab’s personalized support helps them navigate even the most challenging of waters. https://bit.ly/4fc8zmj
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Socially savvy, tech-smart, and ready to share their info, Gen Z is reshaping what TDFs can be. Download more insights from a recent Cerulli poll. https://bit.ly/3S7Dk1L
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With one of our Relationship Managers working on your behalf, that’s exactly what you’ll get. Learn how we help you take your plan to the next level. https://bit.ly/3XXmWV8
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In many cases, pets aren’t pets. They’re family members. Here’s how to make sure they’re always taken care of when you’re not able to. https://bit.ly/3W7ONk4
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Don't let the stress of filing take away from your focus on retirement planning. Our ERISA Compliance team is here to help. https://bit.ly/3RKMQrf
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