Charles Schwab's Workplace Financial Services division helps employers offer and administer retirement and equity compensation benefits. Schwab Retirement Plan Services acts as recordkeeper and plan administrator for employer-sponsored 401(k), nonqualified deferred compensation, and defined benefit plans, pairing employers with dedicated Relationship Managers for plan benchmarking, compliance support, and cost-benefit analysis, while giving employees access to financial professionals for one-on-one retirement guidance. Schwab Stock Plan Services administers equity compensation programs (stock options, RSAs, RSUs, ESPPs) for corporate clients, offering flexible service models plus employee education through the Schwab Equity Award Center. Both businesses are part of the broader Charles Schwab Corporation, a publicly traded financial services firm best known for retail brokerage, banking, and wealth management.
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