Schwab RT

Schwab Retirement Technologies (Schwab RT) is a leading provider of innovative and flexible retirement solutions designed to enhance the experiences of retirement advisors, record-keeping providers, and plan sponsors. With a commitment to driving participant engagement and improving retirement outcomes, Schwab RT offers a comprehensive suite of technology-driven products and services that empower retirement plan participants and their advisors. Key offerings include a robust participant web experience, a mobile app, and advanced analytics tools such as Enhanced Personal Rate of Return Analytics.

For advisors and plan sponsors, Schwab RT provides valuable resources and web experiences tailored to meet their specific needs. They support independent Third Party Administrators with proprietary retirement plan recordkeeping systems, ensuring transparency and efficiency in managing retirement plans. As part of the Charles Schwab Corporation, Schwab RT operates with the backing of a trusted financial institution, dedicated to helping clients navigate the evolving landscape of retirement planning. Explore how Schwab RT can elevate your retirement strategy today.