Your Independent
Recordkeeper Ally

We have your back.

When it comes to offering a retirement plan, employers have a lot to think about, like:

  • Fiduciary responsibility
  • Plan design
  • Participant support
  • Investments
  • Compliance
  • Technology
  • Costs

You Need an Ally to Help You.

Someone who can stayed focused on what matters most. Helping you do what’s right for your plan and your employees.

An independent recordkeeper can be that ally. Someone who works in your community. A business owner just like you, focused on getting to know your plan’s needs. Your recordkeeper can build a customized retirement plan, provide transparent pricing, access investments designed to meet your plan objectives.

At the center of your retirement planning team:

Your recordkeeper, working together with the expertise of an independent investment advisor and the power of a trusted custodian, Charles Schwab, an industry leader, champion of the investor safeguarding your plan’s assets, and bringing your plan to life with access to powerful technology and a range of investments. You, your independent recordkeeper, an advisor, and Schwab, a team in your corner committed to your success. It’s the ideal combination.