Schwab Retirement Plan Services Employee Directory

Financial ServicesOhio, United States10001+ Employees

We believe that retirement planning isn’t just about saving for the future. It’s about giving employees access to the guidance they need to take full ownership of their finances & prepare for the milestones ahead. We prioritize the individual—their unique financial needs, feelings, and behaviors—to support informed decision-making. By working closely with consultants, we help employers design plans aligned with business & employee objectives. We combine Schwab’s decades of financial planning experience with a flexible approach that helps sponsors and participants tap into the resources they need to stay engaged.
• Easily accessible & deep expertise to support each plan and every participant
• Individualized services to help address diverse financial needs
• Access to a broad range of solutions to help employees & plan sponsors work toward their goals
“Schwab” refers to Charles Schwab & Co., Inc.
Schwab Retirement Plan Services, Inc. and Charles Schwab & Co., Inc. are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Member SIPC, sipc.org).
The Charles Schwab Corporation does not endorse third-party comments.
For additional information and disclosures, please visit aboutschwab.com/social-media-at-schwab.
Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose Value
This profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.
Trust, custody, and deposit products and services are available through Charles Schwab Bank and Charles Schwab Trust Bank, Members of FDIC.
“We” and “our” refer to Schwab Retirement Plan Services, Inc. Schwab Retirement Plan Services, Inc. is not a fiduciary to retirement plans or participants and only provides recordkeeping and related services.
©2023 Schwab Retirement Plan Services, Inc. All rights reserved. 0523-3CHH

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Schwab Retirement Plan Services Global Highlights

North America
143

United States Of America
143

Asia
1

Kazakhstan
1

Europe
1

Germany
1

Schwab Retirement Plan Services's Leadership

R. C.
Vice President - Financial Consultant
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S. V.
Vice President - Financial Consultant
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W. M.
Vice President, Midwest Core Market Sales
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C. B.
Vice President, National Sales Manager
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H. R.
Vice President- Financial Consultant
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M. G.
Vice President, Retirement Plan Sales, Eastern Region
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M. F.
Vice President, Retirement Plan Sales
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P. R.
Vp Financial Consultant, Senior Client Relationship Advisor
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Schwab Retirement Plan Services Employee Metrics

100%

50%

0%

2024

2023

Consultant
Program & Project Management
Operations
Analytics
Business
Other
Sales

Contact profiles from Schwab Retirement Plan Services

Name

Title

Contact Info

Location

Last Update

C. R.
Director, Consultant Relations
✕
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United StatesTexas
Nov 15, 2024
C. L.
Executive Managing Director
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United StatesOhio
Nov 15, 2024
D. C.
Director Of Operations
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United StatesOhio
Nov 15, 2024
D. D.
Director, Business Acceptance & Development
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Email
Nov 15, 2024
E. D.
Managing Director Defined Benefit Services
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United StatesOhio
Nov 15, 2024
E. Z.
Managing Director, Compensation Operations
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United StatesIllinois
Oct 22, 2024
J. M.
Director, Consultant Relations
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United StatesConnecticut
Oct 22, 2024
K. F.
Managing Director, Internal Controls & Risk Management At Charles Schwab & Co, Inc
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United StatesOhio
Nov 15, 2024
L. R.
Director - Relationship Management
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United StatesColorado
Oct 21, 2024
L. M.
Director, Strategic Relationships, Client Relationship Management
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United StatesTexas
Nov 15, 2024

Frequently Asked Questions

What is Schwab Retirement Plan Services known for?

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?

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?

Schwab Retirement Plan Services has approximately 10K employees as of June 2024. These team members are located across 3 continents, including North AmericaAsiaEurope.

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

As of June 2024, Schwab Retirement Plan Services's key employees include:

Vice President - Financial Consultant: R. C.
Vice President - Financial Consultant: S. V.
Vice President, Midwest Core Market Sales: W. M.
Vice President, National Sales Manager: C. B.
Vice President- Financial Consultant: H. R.

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