Steve Anderson

Executive Vice President, Retirement Plan Services

Steve Anderson heads Schwab Retirement Plan Services, which provides retirement plans for 1.5 million individuals through the workplace, including 401(k) plans, profit-sharing plans, defined benefit plans and nonqualified plans. The primary Schwab Retirement Plan Services operational centers are located in Richfield, Ohio, Austin, Texas, and Phoenix, Arizona.

Anderson has been in the financial services industry for more than 35 years with extensive management, sales and client service experience. He joined The Charles Schwab Corporation ("Charles Schwab") in 1999, and has been in his current role since 2008.

In prior roles, Anderson managed various business units in Schwab Retirement Plan Services and Schwab Investor Services ("Schwab"). His leadership responsibilities in Schwab Retirement Plan Services included overseeing plan sponsor services, consultant relations, and national sales. In August of 2004, he joined the leadership team of Schwab Investor Services and was responsible for the sales, service, and investment advice efforts of Schwab’s retail branch network, with more than 325 U.S. locations as well as international offices. Prior to joining Schwab, Anderson provided insurance planning for businesses and high-net-worth individuals.

Anderson has served in many community leadership positions including director on a community hospital board, trustee of a hospital foundation, trustee and board president of a hospice organization, and trustee of a city school foundation. He is on the Board of Directors of the Charles Schwab Foundation and Miami University Foundation.

He is a graduate of Miami University and has completed the Harvard Business School General Management Program.


Schwab Retirement Plan Services, Inc., Schwab Retirement Plan Services Company, 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. (“Schwab”), Member SIPC. Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company (collectively “Schwab Retirement Plan Services“) provide recordkeeping and related services with respect to retirement plans.

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans.

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