Insights

Expanding Workforce With over 10,000 employees and plans to hire more than 400 new wealth-related roles, Schwab Retirement Plan Services is experiencing significant growth, indicating increased demand for robust retirement and financial planning solutions to support its expanding team and client base.

Strategic Investments Recent $26.5 million Series B investment led by Charles Schwab highlights a commitment to innovative financial technology platforms like Qapita, opening opportunities to offer integrated digital asset and equity management solutions for their private and public company clients.

Technological Edge Utilization of advanced tech tools such as AWS Managed Services, MATLAB, and OneTrust signifies Schwab’s focus on leveraging cutting-edge technology; this presents a sales opportunity to provide customized cybersecurity, data management, and cloud solutions.

Market Competitor Actions Schwab's acknowledgment of digital assets and crypto trading as competitive areas underscores a potential need for specialized fintech offerings, digital asset management, or crypto security services to stay ahead of evolving market trends.

Geographical Moves The relocation of headquarters from San Francisco to north Texas, coupled with infrastructure changes, signals potential opportunities for local enterprises to provide office setup, workspace technology, and regional financial services integrations tailored to Schwab’s new strategic footprint.

Schwab Retirement Plan Services Tech Stack

Schwab Retirement Plan Services uses 8 technology products and services including Optimizely, Facebook Pixel, Cloudflare, and more. Explore Schwab Retirement Plan Services's tech stack below.

  • Optimizely
    A/B Testing
  • Facebook Pixel
    Analytics
  • Cloudflare
    Content Management System
  • Drupal
    Content Management System
  • Boomerang
    Javascript Libraries
  • PyScript
    Miscellaneous
  • HSTS
    Security
  • Tealium
    Tag Management

Media & News

Schwab Retirement Plan Services's Email Address Formats

Schwab Retirement Plan Services uses at least 2 format(s):
Schwab Retirement Plan Services Email FormatsExamplePercentage
First.Last@schwab.comJohn.Doe@schwab.com
90%
Fir.Last@schwab.comJoh.Doe@schwab.com
4%
Last.First@schwab.comDoe.John@schwab.com
1%
FLast@schwab.comJDoe@schwab.com
1%
First.Middle@schwab.comJohn.Michael@schwab.com
1%
FirstLast@schwab.comJohnDoe@schwab.com
1%
Last@schwab.comDoe@schwab.com
1%
First.M.Last@schwab.comJohn.M.Doe@schwab.com
1%

Frequently Asked Questions

Where is Schwab Retirement Plan Services's headquarters located?

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Schwab Retirement Plan Services's main headquarters is located at 4150 Kinross Lakes Pkwy, Richfield, OH 44286, US. The company has employees across 2 continents, including North AmericaEurope.

What is Schwab Retirement Plan Services's official website and social media links?

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Schwab Retirement Plan Services's official website is schwabworkplaceservices.com and has social profiles on LinkedIn.

What is Schwab Retirement Plan Services's NAICS code?

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Schwab Retirement Plan Services's NAICS code is 52 - Finance and Insurance.

How many employees does Schwab Retirement Plan Services have currently?

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As of October 2025, Schwab Retirement Plan Services has approximately 10K employees across 2 continents, including North AmericaEurope. Key team members include Partner: D. P.President: N. E.Vice President, Retirement Plan Sales, Eastern Region: M. G.. Explore Schwab Retirement Plan Services's employee directory with LeadIQ.

What industry does Schwab Retirement Plan Services belong to?

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Schwab Retirement Plan Services operates in the Financial Services industry.

What technology does Schwab Retirement Plan Services use?

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Schwab Retirement Plan Services's tech stack includes OptimizelyFacebook PixelCloudflareDrupalBoomerangPyScriptHSTSTealium.

What is Schwab Retirement Plan Services's email format?

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Schwab Retirement Plan Services's email format typically follows the pattern of First.Last@schwab.com. Find more Schwab Retirement Plan Services email formats with LeadIQ.

When was Schwab Retirement Plan Services founded?

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Schwab Retirement Plan Services was founded in 1973.
Schwab Retirement Plan Services

Schwab Retirement Plan Services

Financial ServicesUnited States10001+ Employees

Our approach to workplace benefits helps your company stand out from the rest, and it starts with the employee experience. We help your employees understand their retirement and equity benefits, so they can work toward their goals with confidence. Because when they feel good about their benefits, they feel good about where they work—helping to make your company stronger. 
We help employees take control of their finances with easy-to-use tools, award-winning online education, and personal financial guidance. But the support doesn’t stop with your employees: You can consider us a part of your team. Our technology lightens your workload to help you see the big picture. And our dedicated service team offers you support whenever you need it. 
We get to know your employees’ goals—and yours—inside and out. We’re by your side every step of the way. Let’s work together to deliver benefits that put your people first. 
For other business disclosures please visit: https://workplacefinancialservices.schwab.com/content/WSdisclosure
Social Media Disclosures: https://www.aboutschwab.com/social-media
©2025 Charles Schwab & Co., Inc. All rights reserved. 
(0825-NL8J)

Section iconCompany Overview

Headquarters
4150 Kinross Lakes Pkwy, Richfield, OH 44286, US
NAICS Code
52 - Finance and Insurance
Founded
1973
Employees
10001+

Section iconFunding & Financials

  • $50M$100M

    Schwab Retirement Plan Services's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Schwab Retirement Plan Services's revenue is estimated to be in the range of $50M$100M

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