Company Profile

Company Overview

ABOUT SCHWAB
CHARLES SCHWAB CORPORATION
The Charles Schwab Corporation engages, through its subsidiaries, in securities brokerage, banking, and related financial services. Schwab employs approximately 14,200 professionals who serve eight million active accounts with $1.3 trillion in client assets.
SCHWAB CORPORATE SERVICES
Schwab Corporate Services provides individual investing support services through employers, including employee retirement and stock option plans, IRA rollover accounts and individual/personal accounts. Schwab Corporate Services also offers retirement plan services including recordkeeping, actuarial, and related administrative services through Schwab Retirement Plan Services, Inc., trustee and custodial services through The Charles Schwab Trust Company, and proprietary retirement plan recordkeeping systems through Schwab Retirement Technologies. Total client assets in employer-sponsored retirement plans at Schwab exceed $121 billion.
SCHWAB RETIREMENT PLAN SERVICES
Schwab Retirement Plan Services, Inc. is a wholly-owned subsidiary of The Charles Schwab Corporation. Schwab Retirement Plan Services provides recordkeeping, administration, participant education and communication, plan design, consulting, actuarial services, and compliance testing for a total of over 900 defined contribution, defined benefit, and nonqualified retirement plans.