Schwab Retirement Plan Services

Finance · United States · 11-50 Employees

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Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
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About Schwab Retirement Plan Services

Schwab Retirement Plan Services, Inc. specializes in comprehensive retirement plan services, particularly for plans with assets exceeding $10 million. The company provides tailored solutions for employers, including 401(k) plans, stock plans, and nonqualified deferred compensation plans. Their offerings also include participant resources, such as retirement calculators and financial wellness tools. Their intended clients include employers and individuals preparing for retirement, as well as consultants seeking support in managing retirement plans.Explore more
Schwab Retirement Plan Services's Social MediaPopular SearchesSchwab Retirement Plan Services IncSchwab Retirement Plan Services CoSIC Code 62,628NAICS Code 52,523Show more

Schwab Retirement Plan Services Org Chart

PhoneEmail
MF
United States flag for contact location.

Vice President, Retirement Plan Sales

PhoneEmail
ED
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Managing Director, Defined Benefit Services

PhoneEmail
KF
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Managing Director, Internal Controls Risk Man...

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MC
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Managing Director, Plan Administration & Impl...

PhoneEmail
MG
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Vice President, Retirement Plan Sales

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JM
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Director, Consultant Relations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Schwab Retirement Plan Se...

<$5M
11-50
Private
-
-
MF
Michael FilbinVice President, Retirement Plan Sales
$5M
11-50
Private
-
-
EA
Elizabeth AlbrechtSenior Registered Associate - Administrative Manager
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
2019
PM
Patrick MeyerDirector and Partner, PIM Portfolio Manager
<$5M
1-10
Private
-
2020
SM
Stephanie McClennySenior Registered Client Associate
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Schwab Retirement Plan Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Schwab Retirement Plan Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Schwab Retirement Plan Services.

Top Finance Companies

Frequently Asked Questions Regarding Schwab Retirement Plan Services

What is Schwab Retirement Plan Services's official website?
Schwab Retirement Plan Services's official website is www.schwabplan.com
What is Schwab Retirement Plan Services's Revenue?
Schwab Retirement Plan Services's revenue is <$5 Million
What is Schwab Retirement Plan Services's SIC code?
Schwab Retirement Plan Services's SIC: 62,628
What is Schwab Retirement Plan Services's NAICS code?
Schwab Retirement Plan Services's NAICS: 52,523
How many employees does Schwab Retirement Plan Services have?
Schwab Retirement Plan Services has 11-50 employees
What industry does Schwab Retirement Plan Services belong to?
Schwab Retirement Plan Services is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Schwab Retirement Plan Services competition?
Schwab Retirement Plan Services top competitors include: Evanson Asset Management, SCO Wealth Management, River Hills Wealth Management, Campbell Morrison Wealth Management
What does Schwab Retirement Plan Services do?

Schwab Retirement Plan Services, Inc. specializes in comprehensive retirement plan services, particularly for plans with assets exceeding $10 million. The company provides tailored solutions for employers, including 401(k) plans, stock plans, and nonqualified deferred compensation plans. Their offerings also include participant resources, such as r... etirement calculators and financial wellness tools. Their intended clients include employers and individuals preparing for retirement, as well as consultants seeking support in managing retirement plans.Read More

What are Schwab Retirement Plan Services social media links?
Schwab Retirement Plan Services Linkedin page
Is Schwab Retirement Plan Services a public company?
Schwab Retirement Plan Services is private company therefore does not currently have an official ticker symbol
See more information about Schwab Retirement Plan Services

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