We’re invested in diversity and inclusion

Let’s face it. When it comes to retirement plan services, one size does not fit all.

Your needs, and those of your employees, are far-ranging and unique. To offer better support to our clients, we champion diversity and inclusion within Schwab Retirement Plan Services and invest in a workforce with a wide variety of strengths, experiences, and backgrounds.

It’s part of how we serve every client with passion and integrity, and we focus our approach on four key areas:

• Increasing workforce diversity: We focus on attracting diverse talent with a broad spectrum of human qualities and strengths.
• Building on our inclusive workplace: We embrace an inclusive culture of support, partnership, flexibility, and balance.
• Serving a diverse marketplace’s needs: We leverage our differences to support our clients’ success.
• Supporting our communities: We make a positive impact on the communities where we live and work.

Schwab was founded on the belief that the investment industry needs to be more inclusive. At Schwab Retirement Plan Services, we look forward to continuing to help our clients and their employees thrive.

Curious to learn more? See how Schwab Retirement Plan Services prioritizes diversity and inclusion to serve all our clients with passion and integrity.

“We” and “our” refer to Schwab Retirement Plan Services Inc., unless otherwise noted

“Schwab” refers to Charles Schwab & Co., Inc.

Schwab Retirement Plan Services, Inc. and Charles Schwab & Co., Inc. are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Member SIPC).

Schwab Retirement Plan Services, Inc. created this communication for retirement plan sponsors and retirement plan consultants, advisors, and other retirement plan service providers and fiduciaries only. Schwab Retirement Plan Services, Inc. is not a fiduciary to retirement plans or participants and only provides recordkeeping and related services.

?2024 Schwab Retirement Plan Services, Inc. All rights reserved.

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