A platform for your recordkeeping business.

Cloud-based software

Highly customizable

SECURE 2.0 ready

Solutions for you and your clients

Participant experience

Sponsor/advisor portal

Recordkeeping system

Built by Schwab. Trusted by recordkeepers.

Schwab Retirement Technologies provides software for DC retirement plan and HSA program administration. Our products have been a backbone of the industry for more than 40 years, enabling recordkeepers and TPAs to automate operations, engage participants, and drive home the value to plan sponsors.

Looking for recordkeeping software? Let’s talk.

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Looking for a recordkeeping partner? Schwab Retirement Advisor Solutions External link

The Charles Schwab Corporation provides services to retirement plans and participants through its separate but affiliated subsidiaries: Charles Schwab & Co., Inc., Charles Schwab Trust Bank, and Schwab Retirement Technologies, Inc.® (Schwab RT). Charles Schwab & Co., Inc. (Member SIPC External link ), offers investment services and products, including Schwab brokerage accounts. Trust, and custody services are available through Charles Schwab Trust Bank (Member FDIC). Schwab RT is engaged in developing and licensing proprietary retirement plan recordkeeping systems to independent Third Party Administrators.

For institutional audiences only.

A platform for your record­keeping business.