Workplace Financial Solutions.

Our Workplace Financial Services (WFS) organization helps connect employers and independent advisors to Schwab’s wide range of products, services, and support. Whether it’s stock and retirement plan options, 401k services, employee monitoring programs, or preparing for a public offering – in WFS, we focus on providing companies with tools that enable financial wellness for every employee in their organization.

The WFS team is a part of our larger Client Service & Support org and is comprised of Retirement Plan Services (RPS), Stock Plan Services (SPS), and Designated Brokerage Services (DBS). Below, you can read insights into what each department does and how they support our clients every day.

Retirement Plan Services

Supporting and enabling the financial wellness of an entire organization? That is just another day in the life of our Retirement Plan Services (RPS) team. We provide comprehensive 401k services to corporations so their employees are equipped to pursue their financial goals.

From entry level roles (with no license required) to career-defining leadership positions, there’s something for everyone. So, if you’re interested in retirement services, relationship management, trading operations, business strategy, record keeping, trust & custody, or participant education - RPS could be the right fit for you!

Você sabia? Se a licença é algo que lhe interessa, temos oportunidades de treinamento disponíveis. In RPS, we staff licensed and unlicensed reps. If gaining licensure is something that interests you, we have training opportunities available.