Working with advisors and consultants to deliver better outcomes.

Schwab Workplace Services partners with advisors and consultants like you to support plan sponsors and the participants who count on them. With industry‑leading service, flexible, results‑driven solutions, and a trusted brand behind you, we help you deliver outcomes that can exceed expectations—and fuel growth for your business.

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We offer a complete benefits ecosystem.

Our offering covers the full spectrum, with a focus on flexibility, expertise, and giving employers and employees tools to succeed.

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Our consultant and advisor support team can provide you with essential resources, including RFIs/RFPs, plan-level reporting, benchmarking studies, and trend analysis.

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Learn about our employer experience

We make managing flexible 401(k) plans and stock plans easier by backing employers with expert support, smart tools, and seamless technology.

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We offer participants a personalized, action-driven, and outcome-focused way to take charge of their finances and build the future they want to achieve.

Upcoming educational engagements.

Where's the industry headed? What's changing? What do you need to know? We're on it.

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Live and on-demand webcasts where Schwab professionals break down key trends and offer practical takeaways.

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Interior shot of the Charles Schwab office building, showing the logo signage in the lobby. In front of the lobby front desk stands a female character (Jessica) facing us, smiling with her arms folded.

Onscreen text: Juliana MacTaggart, Director of Consultant Relations

[00:00:03] My name is Juliana MacTaggart and I am a Director of Consultant Relations for Schwab Retirement Plan Services. 

[00:00:09] I am very passionate about saving for retirement.

We see a picture of Juliana as a child, with her mother and father. We see another picture of Juliana as a young adult, with her arm around her father.

[00:00:12] Growing up in Colombia, I saw my dad build his civil engineer company from scratch. He worked very hard, but he didn't prepare for retirement. And when times became rough, he lost a lot. 

[00:00:22] That's been a lesson that has stayed with me and it made me determined to find a career that would allow me to always take care of myself and make better decisions. 

Juliana is now on a golf course, in golf attire, setting up a golf ball on a tee. We see her tee off with a clean drive.

[00:00:31] I wanted to come to the United States to study. I was very fortunate to get a golf scholarship, which allowed me to play golf only part of the year while earning my Economics degree. I came here with two suitcases, my golf bag and myself. 

[00:00:44] By pure luck, my first job out of college was in the finance department in a retirement company. 

[00:00:49] And shortly after that, I realized how important it is to help participants understand the value of saving now for later. It brought back how my own parents weren't prepared for their retirement.

Cut to an exterior shot of the Schwab office building, with the signage centered in view.

[00:01:00] When that company got sold, I found a job at Schwab. It's been one of the best things that has happened to me. 

[00:01:06] Because Schwab is a company that really cares about our clients. And our clients know it! 

[00:01:10] It's so rewarding to hear from them that our people and our service aren't just best-in-class, but that they truly help their participants prepare for retirement.

Juliana is standing in a hallway on the second floor of the office with a colleague. Juliana is holding a folder and reviewing the contents of this folder with her colleague.

[00:01:19] I also feel lucky to be at Schwab because we care about and help each other. We believe in what we do and we do it with kindness. 

[00:01:27] I remember a time I didn't know the answer to a client's question. So I hopped on my little canoe and paddled down the Schwab River until I found a person that could help me. 

Juliana is seen walking through the office with a colleague, towards a dry-erase whiteboard table where two more colleagues are waiting for them.

[00:01:36] It is a great feeling knowing I can entrust my client to a teammate who will take care of them as well as I do.

Cut back to Juliana with her three colleagues, planning at the whiteboard table. We then cut to Juliana back at the golf course, teeing off on another hole with a drive.

[00:01:42] I sometimes even play golf with them! If they're lucky. 
Video Transcript

Juliana MacTaggart

Interior shot of the Charles Schwab office building, showing the logo signage in the lobby. In front of the lobby front desk stands a female character (Jessica) facing us, smiling with her arms folded.

Onscreen text: Juliana MacTaggart, Director of Consultant Relations

[00:00:03] My name is Juliana MacTaggart and I am a Director of Consultant Relations for Schwab Retirement Plan Services. 

[00:00:09] I am very passionate about saving for retirement.

We see a picture of Juliana as a child, with her mother and father. We see another picture of Juliana as a young adult, with her arm around her father.

[00:00:12] Growing up in Colombia, I saw my dad build his civil engineer company from scratch. He worked very hard, but he didn't prepare for retirement. And when times became rough, he lost a lot. 

[00:00:22] That's been a lesson that has stayed with me and it made me determined to find a career that would allow me to always take care of myself and make better decisions. 

Juliana is now on a golf course, in golf attire, setting up a golf ball on a tee. We see her tee off with a clean drive.

[00:00:31] I wanted to come to the United States to study. I was very fortunate to get a golf scholarship, which allowed me to play golf only part of the year while earning my Economics degree. I came here with two suitcases, my golf bag and myself. 

[00:00:44] By pure luck, my first job out of college was in the finance department in a retirement company. 

[00:00:49] And shortly after that, I realized how important it is to help participants understand the value of saving now for later. It brought back how my own parents weren't prepared for their retirement.

Cut to an exterior shot of the Schwab office building, with the signage centered in view.

[00:01:00] When that company got sold, I found a job at Schwab. It's been one of the best things that has happened to me. 

[00:01:06] Because Schwab is a company that really cares about our clients. And our clients know it! 

[00:01:10] It's so rewarding to hear from them that our people and our service aren't just best-in-class, but that they truly help their participants prepare for retirement.

Juliana is standing in a hallway on the second floor of the office with a colleague. Juliana is holding a folder and reviewing the contents of this folder with her colleague.

[00:01:19] I also feel lucky to be at Schwab because we care about and help each other. We believe in what we do and we do it with kindness. 

[00:01:27] I remember a time I didn't know the answer to a client's question. So I hopped on my little canoe and paddled down the Schwab River until I found a person that could help me. 

Juliana is seen walking through the office with a colleague, towards a dry-erase whiteboard table where two more colleagues are waiting for them.

[00:01:36] It is a great feeling knowing I can entrust my client to a teammate who will take care of them as well as I do.

Cut back to Juliana with her three colleagues, planning at the whiteboard table. We then cut to Juliana back at the golf course, teeing off on another hole with a drive.

[00:01:42] I sometimes even play golf with them! If they're lucky. 

What makes Schwab Workplace Services different? Our people.

We don't say we have the best team. Those who work with us do. It's because our people have a true passion for helping, and they take pride in delivering a service that goes above and beyond expectations.

Get to know us

We think we do a good job. Others think so, too.

We strive to set the bar. And then we strive to raise it.

PLANSPONSOR Best in Class DC Plan Provider 2025

The most Best-in-Class awards for 8 years in a row as rated in the 2024 PLANSPONSOR® Defined Contribution (DC) Survey.

47 in the PLANSPONSOR® 2024 Defined Contribution (DC) Survey, 55 in the PLANSPONSOR® 2023 Defined Contribution (DC) Survey, 55 in the PLANSPONSOR® 2022 Defined Contribution (DC) Survey, 48 in the PLANSPONSOR® 2021 Defined Contribution (DC) Survey, 102 in the PLANSPONSOR® 2020 Defined Contribution (DC) Survey, 88 in the PLANSPONSOR® 2019 Defined Contribution (DC) Survey, 74 in the PLANSPONSOR® 2018 Defined Contribution (DC) Survey, and 62 in the PLANSPONSOR® 2017 Defined Contribution (DC) Survey. A total of 12 providers qualified for inclusion in the 2023 results, and providers were rated in four areas of service. A total of 15 providers qualified for inclusion in the 2022 results, and providers were rated by sponsors in four areas of service. A total of 15 providers qualified for inclusion in the 2021 results, down from 17 providers listed in 2020 and 23 providers listed in 2017, 2018, and 2019. More information regarding the methodology and survey results can be found at: https://www.plansponsor.com/surveys/2025-dc-survey-plan-provider-service-ratings/?pagesec=4#Methodology.

Three trophies with the J.D. Power Award logo on them

#1 in Participant Satisfaction with Retirement Plan Digital Experiences in 2024—3 out of 4 years.

Charles Schwab received the highest score in the J.D. Power 2021–2022, and 2024 U.S. Retirement Plan Digital Satisfaction Studies, which measures group retirement plan participant satisfaction with plan provider digital experiences. Responses collected between May–July 2024. Visit jdpower.com/awards for more details. Use of study results in promotional materials is subject to a license fee.

Logo for 2025 NAPA Advisor’s Choice Award

Schwab Retirement Plan Services has been voted "world class" for multiple services, including participant tools, mobile app, regulatory support, staff credentials, calculators, advisor support, education materials, and multi-lingual capabilities across mega and large markets. Here They Are! The 2025 Advisors' Choice Top Recordkeepers!

The NAPA Advisors' Choice Top Recordkeepers accolades were published online September 8, 2025 by the National Association of Plan Advisors and licensed for a unlimited timeframe. The 2025 NAPA Advisors' Choice surveys NAPA members on recordkeeping services in five market segments across 13 different service categories. NAPA began the Advisors' Choice survey in 2021. More information is found here: https://www.napa-net.org/industry-content/accolades-home/napa-accolades-toprecordkeepers/.

Let's connect and talk about what you need and how we can help.

Submit your information Call 877-362-0410
CC13635855 (0226-6V6A) (02/26)
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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