Small Business Retirement Plans
Schwab offers plans for businesses of any size. Use the information here to begin narrowing your options, or simply give us a call for help choosing the right plan for your business, whether your company employs one or many.
Personal Defined Benefit Plan
Who it’s for:
Owner-only businesses or those with up to five employees
- Highest contribution limits
- Contributions are generally 100% tax-deductible
- Helps target your desired level of income in retirement
- We're here to help.
We’ll help you choose the right account. Call 877-627-7734 or visit a local branch.
Your New Client Concierge will help you take care of the paperwork, transfer assets, and more.
Get a complimentary 1-on-1 consultation to select the right investments based on your goals.
1. There are no fees to open or maintain your account. Other fees may apply; please see pricing details.
This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, Schwab recommends consultation with a qualified tax advisor, CPA, financial planner or investment manager.