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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.
Corporate headquarters overseeing all global operations, strategic direction, technology development, and administrative functions for Charles Schwab Corporation and its subsidiaries, including Schwab Retirement Services.
A modern, expansive campus designed to foster collaboration and innovation, featuring state-of-the-art technology, employee amenities, and environmentally conscious design.
The work culture emphasizes client-first service, integrity, innovation, and teamwork. Employees experience a dynamic environment focused on helping individuals achieve better financial outcomes.
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.
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.
3000 Schwab Way
Westlake
Texas
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.
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.
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.
Address: 2423 E Lincoln Dr, Phoenix, AZ 85016
Provides operational redundancy and access to a skilled workforce in the Southwest, supporting client service excellence.
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.
As of April 2025, Schwab Retirement Plan Services' leadership includes:
Schwab Retirement Plan Services has been backed by several prominent investors over the years, including:
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.
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.
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
PR Newswire • May 7, 2024
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 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 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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