Charles Schwab Retirement Plan Services
Visit Charles Schwab Retirement Plan Services Alternatives Pricing
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Schwab Intelligent Portfolios | — | Free |
| Schwab Retirement Plan Services | Contact Schwab for plan-specific pricing. · Customized workplace retirement plans · fees and services vary by plan | On request |
As schwab.com lists them, read 25 Oct 2026. The maker's own page has the final word.
Facts from Charles Schwab Retirement Plan Services's own pages
- Advice partner
- Managed-account investment recommendations are provided through an independent registered investment adviser; Morningstar Investment Management serves as an ERISA 3(38) fiduciary for the service. · schwabworkplaceservices.com, 14 Nov 2026
- Compliance assistance
- Provides regulatory information, market trend analyses, and resources for annual workplace 401(k) plan audits. · schwabworkplaceservices.com, 14 Nov 2026
- Employee support
- Participants can use a website for account management and financial planning, plus educational materials and one-on-one professional support. · schwabworkplaceservices.com, 14 Nov 2026
- Founded
- 1971 · schwab.com, 19 Oct 2026
- Headquarters
- Westlake, Texas, United States · schwab.com, 19 Oct 2026
- Investment choices
- Plan investment choices may include Schwab mutual funds, Charles Schwab Trust Bank collective trust funds, and funds from other providers. · retirementadvisorsolutions.schwab.com, 14 Nov 2026
- Limits and pricing
- Pricing is described as competitive and transparent, but the opened page does not specify an amount; plan fees are reviewed proactively. · schwabworkplaceservices.com, 14 Nov 2026
- Managed accounts
- Participants may receive personalized savings and investment recommendations and, for a fee, ongoing professional account management. · schwabworkplaceservices.com, 14 Nov 2026
- Plan analytics
- Employers can track more than 40 key metrics and monthly trends. · schwabworkplaceservices.com, 14 Nov 2026
- Plan design
- Offers plan-design consulting, investment-choice support, benchmarking, and projections for proposed plan changes. · schwabworkplaceservices.com, 14 Nov 2026
- Plan types
- Bundled retirement plan offerings include defined contribution, defined benefit, and nonqualified plans. · schwabworkplaceservices.com, 14 Nov 2026
- Security
- The provider describes rigorous security protocols and references the Schwab Security Guarantee for participants. · schwabworkplaceservices.com, 14 Nov 2026
- Support contact
- Employers can contact Schwab Workplace Services by phone; participants are directed to a separate participant-services number. · schwabworkplaceservices.com, 14 Nov 2026
- What it does
- Provides comprehensive workplace 401(k) services, including recordkeeping and plan administration. · schwabworkplaceservices.com, 14 Nov 2026
- Who it is for
- The service is positioned for employers designing workplace retirement plans and supporting employees' financial lives. · schwabworkplaceservices.com, 14 Nov 2026
Where Charles Schwab Retirement Plan Services stands on Freedom251
- 401(k) Software#3 of 14