Workplace solutions that put people first

Looking for workplace benefits solutions that make your company stand out? It starts with your employees' experience. Our approach helps your employees navigate their retirement and equity benefits with confidence. All our products, services, and support are built from a deep understanding of what people need to reach their goals—today and tomorrow. And we've got the tools and technology to make managing your plans easier and more efficient.

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Our workplace services at a glance

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Retirement plan services

Design a plan built around your goals—like attracting talent or supporting company leaders—with comprehensive 401(k) services or standalone solutions.

Explore retirement
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Equity compensation

Attract and retain top talent no matter where they're based with equity management services backed by experienced service teams, flexible technology, and international support.

Explore equity
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Designated brokerage

Minimize risk and monitor employee trading with powerful technology and support from dedicated technical and service teams.

Explore trade monitoring

Support your employees through all of life's moments

Find out how Schwab's workplace solutions can help your employees navigate their finances and work toward their goals—no matter what life brings.

There is no such thing as a financial life. There's just life and all the moments that make it. The graduation days and the grocery runs. The first day jitters and celebratory send offs. The days we count down to and the ones we never see coming. That's why at Schwab Workplace Services, we're not just here to manage plans. We're here for people. We're here when it matters most. Reaching out at the right times to help them save for retirement, manage their equity, and stay in control. We make it easy for them to see where they are today and what steps they can take to get where they want to go. When they have questions, they can get answers how they want them, whether they want to build a budget or make smart investment choices. And they can keep learning at their pace, however they learn best. Once they're ready, they can find all the tools they need to put their plan to work. And if they just want to talk it through, help is always nearby from people who get it and will take the time to make sure they do, too. Because when people get the help they need, they're more financially confident. Working with an advisor, they're four times more likely to feel secure, and with a plan in place, they're seven times more likely to feel they'll reach their goals. We know they're not just planning for today, they're creating the foundation for a lifetime.
Video Transcript

Schwab Workplace Services Participant Experience

There is no such thing as a financial life. There's just life and all the moments that make it. The graduation days and the grocery runs. The first day jitters and celebratory send offs. The days we count down to and the ones we never see coming. That's why at Schwab Workplace Services, we're not just here to manage plans. We're here for people. We're here when it matters most. Reaching out at the right times to help them save for retirement, manage their equity, and stay in control. We make it easy for them to see where they are today and what steps they can take to get where they want to go. When they have questions, they can get answers how they want them, whether they want to build a budget or make smart investment choices. And they can keep learning at their pace, however they learn best. Once they're ready, they can find all the tools they need to put their plan to work. And if they just want to talk it through, help is always nearby from people who get it and will take the time to make sure they do, too. Because when people get the help they need, they're more financially confident. Working with an advisor, they're four times more likely to feel secure, and with a plan in place, they're seven times more likely to feel they'll reach their goals. We know they're not just planning for today, they're creating the foundation for a lifetime.

Ready to get started?

Let's talk about how Schwab can help you turn your retirement and equity benefits into a competitive advantage.

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Why leading companies trust Schwab

Over 50 years of helping people take ownership of their finances

Over 6K companies supported across plans

Plan participant education designed around your employees' needs

Dedicated onboarding and service teams

Industry insights

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Let's talk about how Schwab can support your business and your employees.

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Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or any of its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested

Outcomes are not guaranteed.

Schwab Workplace Services is a business enterprise which offers products and services through Schwab Retirement Plan Services, Inc.; Schwab Stock Plan Services; Designated Brokerage Services; and Schwab Retirement Business Services. Retirement Business Services includes Schwab Retirement Technologies, Inc.® (Schwab RT); Charles Schwab Trust Bank (Member FDIC); and Personal Choice Investment Services.

The Charles Schwab Corporation provides services to retirement and other benefit plans and participants through its separate but affiliated companies and subsidiaries: Charles Schwab Trust Bank (Member FDIC); Charles Schwab & Co., Inc. (Member SIPC, www.sipc.org); and Schwab Retirement Plan Services, Inc.; Schwab Retirement Technologies, Inc. ("Schwab RT"), and Charles Schwab Investment Management, Inc.

Schwab Retirement Plan Services, Inc., provides recordkeeping and related services with respect to retirement plans. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Member SIPC, www.sipc.org). Schwab Stock Plan Services is a division of Charles Schwab & Co., Inc. providing equity compensation plan services and brokerage solutions for corporate clients. Schwab Designated Brokerage Services (DBS), a division of Charles Schwab & Co., Inc., provides technology solutions for corporate clients with regulatory requirements to monitor employee security transactions. Schwab Retirement Technologies (“Schwab RT”) develops and licenses retirement plan recordkeeping software, systems, and hosting services for use by independent third-party administrators. Charles Schwab Trust Bank (Member FDIC) provides trust, custody, deposit products and services. Personal Choice Investment Services, a division of Charles Schwab & Co. Inc., provides services and solutions for employee benefit plans and participants. Charles Schwab Investment Management, Inc. ("CSIM") is the investment advisor for Schwab's proprietary mutual funds and ETFs.

Through its operating subsidiaries, The Charles Schwab Corporation provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors as well as provides services to retirement and other benefit plans and participants. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC, sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice. Its banking subsidiaries, Charles Schwab Bank, SSB and Charles Schwab Premier Bank, SSB (Members FDIC and an Equal Housing Lenders), provide banking and lending services and products; Charles Schwab Trust Bank (Member FDIC), provides trust, custody, and deposit products and services. Its recordkeeping subsidiary, Schwab Retirement Plan Services, Inc., provides recordkeeping and related services. What we share here to help support you, your employees, your plan, and your participants represents the broad range of products and services available through The Charles Schwab Corporation and its operating subsidiaries. This includes access to brokerage, banking, trust, and recordkeeping services to help respond to needs that may exist within or beyond your retirement plan.

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