List of Charles Schwab Retirement Recordkeeping Customers
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Since 2010, our global team of researchers has been studying Charles Schwab Retirement Recordkeeping customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Charles Schwab Retirement Recordkeeping for Retirement Recordkeeping from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Charles Schwab Retirement Recordkeeping for Retirement Recordkeeping include: Humana, a United States based Insurance organisation with 65680 employees and revenues of $117.76 billion, Vituity, a United States based Healthcare organisation with 6000 employees and revenues of $700.0 million, Servisfirst Bank, a United States based Banking and Financial Services organisation with 273 employees and revenues of $333.0 million and many others.
Contact us if you need a completed and verified list of companies using Charles Schwab Retirement Recordkeeping, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Humana | Insurance | 65680 | $117.8B | United States | Charles Schwab | Charles Schwab Retirement Recordkeeping | Retirement Recordkeeping | 2024 | n/a |
In 2024, Humana appointed Charles Schwab Retirement Recordkeeping as recordkeeper and Charles Schwab Trust Bank as trustee and custodian for the Humana Retirement Savings Plan in the United States. The appointment was effective April 1, 2024 per Humana’s Form 11-K filing, and the deployment establishes the recordkeeping platform for HR and retirement plan administration and participant services under the Retirement Recordkeeping category.
Charles Schwab Retirement Recordkeeping is implemented to provide core Retirement Recordkeeping capabilities, including participant account record maintenance, transaction processing, unit and share accounting, plan level reporting, and participant facing service channels such as online account access and call center support. The implementation concentrates on plan administration workflows typical of retirement recordkeeping, including enrollment processing, contribution tracking, distribution and loan administration, and statutory reporting.
Operationally the deployment assigns trustee and custodial responsibilities to Charles Schwab Trust Bank while the recordkeeping function is managed by Charles Schwab Retirement Recordkeeping, supporting Humana’s US plan sponsor obligations. Governance is anchored by the filing referenced in the Form 11-K, and operational coordination is directed at HR retirement plan administration and participant services across the Humana Retirement Savings Plan, with expected integration points into payroll and benefits administration systems for ongoing contribution and reconciliation processes.
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Servisfirst Bank | Banking and Financial Services | 273 | $333M | United States | Charles Schwab | Charles Schwab Retirement Recordkeeping | Retirement Recordkeeping | 2022 | n/a |
In 2022 ServisFirst Bancshares appointed Charles Schwab Trust Bank as custodian and trustee and Schwab Retirement Plan Services, Inc. as recordkeeper and third party administrator for its employee retirement plan effective September 1, 2022. ServisFirst implemented Charles Schwab Retirement Recordkeeping under the Retirement Recordkeeping category to centralize participant account custody and administrative recordkeeping.
The implementation established a custodial and trustee relationship through Charles Schwab Trust Bank, with Schwab Retirement Plan Services, Inc. providing recordkeeping and TPA functions that cover participant record maintenance, plan administration workflows, transaction posting and plan level reporting. Functional capabilities implemented align with standard Retirement Recordkeeping processes, including participant account setup, contribution and distribution processing, record maintenance and compliance reporting tied to plan documents and fiduciary arrangements.
The change was disclosed in ServisFirst Bancshares SEC filings, creating formal governance that assigns custodial, recordkeeping and TPA responsibilities to Schwab and defines administrative authority for the companys HR and retirement administration. Operational scope is focused on HR and retirement administration and participant services for the companys employee retirement plan, with Schwab serving as the primary custody and recordkeeping provider.
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Vituity | Healthcare | 6000 | $700M | United States | Charles Schwab | Charles Schwab Retirement Recordkeeping | Retirement Recordkeeping | 2017 | n/a |
In 2017, Vituity implemented Charles Schwab Retirement Recordkeeping to serve as the recordkeeper for its 401(k) Profit Sharing Plan, categorized as Retirement Recordkeeping. The Charles Schwab Retirement Recordkeeping deployment is documented in court filings as providing participant account maintenance, a participant website, and related recordkeeping services.
The implementation supported HR and retirement plan administration across Vituity's U.S. operations, aligning participant account maintenance workflows with participant-facing web access for balances and transactions. Functional capabilities identified in the record include participant account maintenance, a participant website portal for participants to view and manage accounts, and ongoing recordkeeping service operations consistent with Retirement Recordkeeping platforms.
Selection and use of Charles Schwab Retirement Recordkeeping are recorded in ERISA litigation filings, which provide the primary evidence for the service scope and timeline. The complaint's class period beginning in 2017 is the basis for the stated start year, and court documents explicitly confirm Schwab provided the named participant and recordkeeping services.
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