What Does Schwab Retirement Plan Services Do?

Total employees53
HeadquartersWestlake
Founded1973

Schwab Retirement Services, a division of Charles Schwab & Co., Inc., provides employers with comprehensive retirement plan solutions, including 401(k) plans, 403(b) plans, and nonqualified deferred compensation plans. They focus on delivering participant education, investment options, and administrative support to help employees achieve their retirement goals. Their services aim to simplify plan management for employers and enhance financial wellness for participants through intuitive technology and expert guidance.

Where Is Schwab Retirement Plan Services's Headquarters?

Schwab Retirement Plan Services officeSchwab Retirement Plan Services officeSchwab Retirement Plan Services officeSchwab Retirement Plan Services office
*Images sourced via web search. Rights belong to original owners

HQ Function

Corporate headquarters overseeing all global operations, strategic direction, technology development, and administrative functions for Charles Schwab Corporation and its subsidiaries, including Schwab Retirement Services.

Notable Features:

A modern, expansive campus designed to foster collaboration and innovation, featuring state-of-the-art technology, employee amenities, and environmentally conscious design.

Work Culture:

The work culture emphasizes client-first service, integrity, innovation, and teamwork. Employees experience a dynamic environment focused on helping individuals achieve better financial outcomes.

HQ Significance:

The Westlake headquarters centralizes key decision-making and operational leadership, supporting Schwab's nationwide network and its commitment to growth and technological advancement in the financial services industry.

Values Reflected in HQ: The campus design reflects Schwab's values of transparency, efficiency, and a forward-looking approach to financial services and employee well-being.

Location:

While Schwab Retirement Services primarily focuses on the U.S. market, its parent company, Charles Schwab Corporation, has a limited international presence. This includes offices in locations like London, UK, and Hong Kong, primarily serving U.S. expatriates and some international clients with brokerage and investment management services. The core retirement services operations are U.S.-based.

Street Address:

3000 Schwab Way

City:

Westlake

State/Province:

Texas

Country:

USA

Where Else Does Schwab Retirement Plan Services Operate Around the World?

San Francisco, California, USA

Address: 211 Main Street, San Francisco, CA 94105

Serves as a key hub for West Coast operations and talent, supporting innovation and client engagement in a major financial and tech center.

Lone Tree (Denver area), Colorado, USA

Address: 9800 Schwab Way, Lone Tree, CO 80124

Supports nationwide operations and serves as a significant employment center in the Mountain West region, leveraging local talent.

Austin, Texas, USA

Address: 2309 Gracy Farms Lane, Austin, TX 78758

Taps into Austin's vibrant tech ecosystem to drive innovation and expand Schwab's technological capabilities and service offerings.

Phoenix, Arizona, USA

Address: 2423 E Lincoln Dr, Phoenix, AZ 85016

Provides operational redundancy and access to a skilled workforce in the Southwest, supporting client service excellence.

Buying Intent Signals for Schwab Retirement Plan Services

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Schwab Retirement Plan Services? Meet the Executive Team

As of April 2025, Schwab Retirement Plan Services' leadership includes:

Walt Bettinger - Co-Chairman and Chief Executive Officer
Charles R. Schwab - Founder and Co-Chairman
Rick Wurster - President
Peter Crawford - Managing Director, Chief Financial Officer
Joe Martinetto - Managing Director, Chief Operating Officer
Jonathan Craig - Managing Director, Head of Investor Services
Bernie Clark - Managing Director, Head of Advisor Services (Transitioning to advisory role in 2024)

Who's Investing in Schwab Retirement Plan Services?

Schwab Retirement Plan Services has been backed by several prominent investors over the years, including:

Publicly Traded (NYSE: SCHW)
The Vanguard Group, Inc.
BlackRock, Inc.
State Street Corporation
T. Rowe Price Associates, Inc.
Geode Capital Management, LLC

What Leadership Changes Has Schwab Retirement Plan Services Seen Recently?

Hire1
Exits0

Charles Schwab has seen some key leadership transitions, notably with Bernie Clark, longtime head of Advisor Services, announcing his transition to an advisory role, and Jonathan Craig expanding his responsibilities.

Departures

Bernie Clark, Bernie Clark announced transition from Head of Advisor Services to a senior advisory role.

New Appointments:

Jonathan Craig, Jonathan Craig's role expanded to encompass more responsibilities as Bernie Clark transitions.
Tom Jessop, Tom Jessop appointed to lead Schwab's digital asset initiatives.

What Technology (Tech Stack) Is Used bySchwab Retirement Plan Services?

Discover the tools Schwab Retirement Plan Services uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Schwab Retirement Plan Services Email Formats and Examples

Charles Schwab Corporation, including Schwab Retirement Services, commonly uses the email format firstname.lastname@schwab.com. Variations might exist, but this is the most prevalent structure.

firstname.lastname@schwab.com

Format

jane.doe@schwab.com

Example

90%

Success rate

What's the Latest News About Schwab Retirement Plan Services?

PR Newswire • May 7, 2024

Schwab Survey Finds Gen Z and Millennials Are Super Savers for Retirement but Struggle with Financial and Non-Financial Stressors

A new survey from Schwab Retirement Plan Services reveals that while younger generations are saving aggressively for retirement, they face significant stress from inflation, unexpected expenses, and keeping up with monthly bills....more

Charles Schwab Newsroom • April 15, 2024

Charles Schwab Reports Q1 2024 Earnings

Charles Schwab Corporation announced its first-quarter 2024 financial results, highlighting core net new assets and client growth. These results reflect the overall health of the parent company, which supports Schwab Retirement Services....more

PLANSPONSOR • February 21, 2024

Schwab Report: Workers See 401(k) as Must-Have Benefit

Schwab Retirement Plan Services' 2023 401(k) Participant Study indicates that American workers view their 401(k) plan as a critical workplace benefit, with many prioritizing it over extra vacation time or even a higher salary....more

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