Charles Schwab Retirement Plan Services

schwab.com · checked 14 Nov 2026

#2 · 401(k) Software

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How it plugs in

—Public API

NoOpen source

NoFree tier

Signal on 401(k) Software5.5#2 of 14

Provides comprehensive workplace 401(k) services, including recordkeeping and plan administration.

Pricing

Schwab Intelligent PortfoliosFree
Schwab Retirement Plan ServicesContact Schwab for plan-specific pricing. · Customized workplace retirement plans · fees and services vary by planOn request

As schwab.com lists them, checked 25 Oct 2026.

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Facts

Website: schwab.com
Price: Not published
Free trial: Not stated
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.
Compliance assistance: Provides regulatory information, market trend analyses, and resources for annual workplace 401(k) plan audits.
Employee support: Participants can use a website for account management and financial planning, plus educational materials and one-on-one professional support.
Founded: 1971
Headquarters: Westlake, Texas, United States
Investment choices: Plan investment choices may include Schwab mutual funds, Charles Schwab Trust Bank collective trust funds, and funds from other providers.
Limits and pricing: Pricing is described as competitive and transparent, but the opened page does not specify an amount; plan fees are reviewed proactively.
Managed accounts: Participants may receive personalized savings and investment recommendations and, for a fee, ongoing professional account management.
Plan analytics: Employers can track more than 40 key metrics and monthly trends.
Plan design: Offers plan-design consulting, investment-choice support, benchmarking, and projections for proposed plan changes.
Plan types: Bundled retirement plan offerings include defined contribution, defined benefit, and nonqualified plans.
Security: The provider describes rigorous security protocols and references the Schwab Security Guarantee for participants.

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