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Company Retirement Account


If you’re the administrator of an established customized retirement plan, a Schwab Company Retirement Account (CRA) might be right for you. A Schwab CRA (also known as a “pension trust”) holds your plan’s assets, gives you expanded investment options, and lets you access Schwab’s retirement planning tools, research, and resources.

What are the fees and commissions?

  • $0 account open or maintenance fees. Other account fees, fund expenses, and brokerage commissions may apply1.
  • Account minimum: $0

What are the benefits of a Company Retirement Account?

Every Schwab account comes with investment help and guidance. With this account, you can also get:

  • A full range of investment options
  • Flexibility to invest the plan’s assets in a single account, or establish a separate account for each plan participant for self-directed investments2
  • Professional-level proprietary and third-party research and tools
  • Expert perspective on today's markets
  • 24/7 service and support

Take the next step.

Open a Company Retirement Account today.

Or call  800-435-4000.

See all Schwab accounts.