Schwab Retirement Plan Services

Schwab Retirement Plan Services Employee Directory

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)

Find Schwab Retirement Plan Services employees' phone numbers or email addresses

Schwab Retirement Plan Services Global Highlights

Location
Employees

North America
122

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  • United States Of America
    122

Europe
4

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  • Italy
    2
  • Romania
    1
  • Croatia
    1

Schwab Retirement Plan Services's Leadership

  • Stylized image of a person
    D. P.
    Partner
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  • Stylized image of a person
    N. E.
    President
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  • Stylized image of a person
    M. G.
    Vice President, Retirement Plan Sales, Eastern Region
    Phone icon
  • Stylized image of a person
    C. B.
    Vice President, National Sales Manager
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  • Stylized image of a person
    M. F.
    Vice President, Retirement Plan Sales
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  • Stylized image of a person
    P. R.
    Vp Financial Consultant, Senior Client Relationship Advisor
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  • Stylized image of a person
    C. R.
    Director, Consultant Relations
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  • Stylized image of a person
    J. M.
    Director, Consultant Relations
    Phone icon

Schwab Retirement Plan Services Employee Metrics

100%
50%
0%
2025
2024
  • Consultant
  • Program & Project Management
  • Operations
  • Analytics
  • Business
  • Other
  • Sales
  • Administrative
  • Human Resources

Contact profiles from Schwab Retirement Plan Services

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. P.
    Partner
    Phone icon
    United StatesTexas
    Sep 23, 2025
  • Stylized image of a person
    N. E.
    President
    Phone icon
    United StatesSouth Carolina
    Sep 11, 2025
  • Stylized image of a person
    M. G.
    Vice President, Retirement Plan Sales, Eastern Region
    Phone icon
    Oct 18, 2025
  • Stylized image of a person
    C. B.
    Vice President, National Sales Manager
    Phone icon
    United StatesColorado
    Mar 28, 2024
  • Stylized image of a person
    M. F.
    Vice President, Retirement Plan Sales
    Phone icon
    United StatesArizona
    Nov 12, 2025
  • Stylized image of a person
    P. R.
    Vp Financial Consultant, Senior Client Relationship Advisor
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    C. R.
    Director, Consultant Relations
    Phone icon
    United StatesTexas
    Oct 15, 2024
  • Stylized image of a person
    J. M.
    Director, Consultant Relations
    Phone icon
    Aug 11, 2025
  • Stylized image of a person
    R. T.
    Managing Director, Stock Plan Services
    Phone icon
    Bay
    Sep 11, 2025
  • Stylized image of a person
    L. M.
    Director, Strategic Relationships, Client Relationship Management
    Phone icon
    United StatesTexas
    Oct 25, 2025

Frequently Asked Questions

What is Schwab Retirement Plan Services known for?

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Schwab Retirement Plan Services was founded in 1973 operates in the Financial Services industry. The company's main headquarters is located in 4150 Kinross Lakes Pkwy, Richfield, OH 44286, US. Explore Schwab Retirement Plan Services's company overview page for more information.

What is Schwab Retirement Plan Services's most common email format?

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Schwab Retirement Plan Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Schwab Retirement Plan Services email formats with LeadIQ.

How many employees does Schwab Retirement Plan Services have currently?

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Schwab Retirement Plan Services has approximately 10K employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Schwab Retirement Plan Services's key employees and leadership?

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As of October 2025, Schwab Retirement Plan Services's key employees include:

  • Partner: D. P.
  • President: N. E.
  • Vice President, Retirement Plan Sales, Eastern Region: M. G.
  • Vice President, National Sales Manager: C. B.
  • Vice President, Retirement Plan Sales: M. F.

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