# Schwab Workplace Retirement

> Retirement plan recordkeeping and management services. (iPhone/iPad app by The Charles Schwab Corporation.)

- Source: https://appshunter.io/ios/app/schwab-workplace-retirement/id437341383 (this page in markdown: same URL + `.md`)
- Developer: [The Charles Schwab Corporation](https://appshunter.io/developer/404050704)
- Category: Finance
- Price: Free
- Rating: 4.80/5 from 63,229 App Store ratings · 122 written reviews indexed
- Age rating: 4+
- Requires: iOS 17.0 · 70 MB
- Languages: American English
- Released: 2011-06-01
- Data updated: 2026-06-10
- Monetization: free with in-app purchases
- User reviews in markdown: https://appshunter.io/ios/app/schwab-workplace-retirement/id437341383/reviews.md

## What is Schwab Workplace Retirement?

Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan.
©2025 Schwab Retirement Plan Services, Inc. All rights reserved.
(0622-2PS3)

## Key features

- Retirement plan recordkeeping
- Related administrative services
- Account management

## What do users think of Schwab Workplace Retirement?

Overall sentiment: neutral

**Pros**

- 🤩 Exceptional service
- 👍 Customizable dashboard
- 🤖 Helpful virtual coaching
- 📊 Transparent performance data
- 🔍 Useful learning resources
- 🏆 Great for retirement planning

**Cons**

- 🤯 Clunky and unintuitive UI
- 🤔 Difficult to find information
- 🕰️ Outdated and dated appearance
- 🤷‍♂️ Inconsistent functionality
- 📉 Inaccurate performance calculations
- 🔍 Limited account details and tracking

**Commonly reported bugs**

- App opens incorrect account
- Retirement calculator providing unrealistic projections
- Inability to change planning parameters
- Frequent app crashes and maintenance downtime

**Most requested features**

- Ability to change date ranges for performance data
- Integration of 401(k) and brokerage accounts
- More customization options for the dashboard
- Improved retirement planning tools and projections
- Better tracking of contributions and investment details

## Recent user reviews (10 of 122)

All indexed reviews: https://appshunter.io/ios/app/schwab-workplace-retirement/id437341383/reviews.md

### 1/5 — The developers need to meet users

*2026-03-10, version 11.5.0*

The devs need to meet users before rolling out idiotic changes to the apps as updates. It seems the releases are being made by a resident 12 year old and each time it is knocking out the log in and saved settings on the end device so vigorously - I may as well start with a fresh app. Who ever is the project manager for these updates needs to be questioned in front of their CEO to understand how bad they were able to make this user experience. It is so bad. This is a retirement fund app guys - come on ffs. You can’t possibly think so one sided and from one perspective when planning changes and updates.

### 1/5 — Loops terms and never opens

*2026-01-21, version 11.5.0*

Signs me in, shows me terms to agree to, I hit agree and it loops me back to sign in again. Endless cycle. Uselss app.

### 1/5 — Useless app, use website instead

*2025-12-20, version 11.5.0*

Useless app. I try and log in and it doesn’t recognize my info, but when I log on the web on my phone it logs me in no problem.

### 1/5 — Circles

*2025-10-06, version 11.4.0*

I logged in to the app, I accept the terms of use and it goes back to logging in then it goes through the Face ID then it goes back to the terms of use and it does the same thing over and over.

### 5/5 — Corner

*2025-09-02, version 11.4.0*

Antonhaltehs

### 1/5 — Can’t get past login screen

*2025-07-23, version 11.3.0*

The app won’t load past the terms of use page. It’s just showing a blank screen. I have tried both on and off WiFi. This is an app issue. Please fix.

### 1/5 — Seems like login issue

*2025-07-22, version 11.3.0*

Post giving the login ID & password, the page is not loading in terms of use where it showing blank and it’s not proceeding further. Please fix this sooner

### 3/5 — Missing date

*2025-06-09, version 11.3.0*

How hard would it be to add as of “current date”. I will sometimes take a screenshot to see where the account is, without the date I have to look at the properties to see when I took the snapshot.  My other half uses Fidelity’s app, and it has been there for a while, can’t believe no one has thought to do before this.  The data is good, but it does not render well on an iPhone, fonts are all jacked, numbers wrap weird as well. Do the developers look what the output looks like?

### 1/5 — Can’t get past loading screen

*2025-05-27, version 11.2.0*

Can’t get past the Terms and Conditions page as it doesn’t load after the login screen.

### 1/5 — Persistent problems with app

*2025-05-24, version 11.2.0*

This app has consistent problems that have driven me crazy for years now.
1) if you change retirement age to say 62 it does not retain that information.
2)if you set social security benefit to $0 it doesn’t retain that information after log out but it shows $0 in the entry screen but not on the performance screen
3) the calculation and displays aren’t correct. It displays a full year contribution even if you are 4 months from your retirement date
4)the performance data says goal is above target say $10k but goal of 100% salary replacement is $15k???

None of it makes sense certainly not a tool that you can even judge on if you’re saving enough to meet goals. Even under assumptions it spells out in the app. 

Please fix this stuff. It’s so annoying.

## Frequently asked questions about Schwab Workplace Retirement

### What does this app do?

This application provides recordkeeping and related services for retirement plans. It is designed to assist users with managing their workplace retirement accounts.

### What are the key features?

The primary features include recordkeeping for retirement plans and related administrative services. It helps in managing your retirement accounts effectively.

### Is this app free to use?

The app is free to download and use. However, it may offer in-app purchases for additional features or services.

### Who is this app intended for?

This app is intended for individuals who are participants in workplace retirement plans serviced by Schwab Retirement Plan Services, Inc.

## Version history (last 5 releases)

### 11.5.0 — 2025-11-13

What's New in Schwab Workplace Retirement Mobile 11.5
Contribution Rate feature updates for Secure Act
Various technical enhancements
Feature availability depends on both plan and participant settings.

### 11.4.0 — 2025-08-28

What's New in Schwab Workplace Retirement Mobile 11.4
 
Enhanced enrollment experience for new eligible retirement plan participants

### 11.3.0 — 2025-06-03

What's New in Schwab Workplace Retirement Mobile 11.3
 
Enhanced enrollment experience for new eligible retirement plan participants


Various technical enhancements
Feature availability depends on both plan and participant settings.


Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan.


©2025 Schwab Retirement Plan Services, Inc. All rights reserved.


(0622-2PS3)

### 11.2.0 — 2025-05-06

What's New in Schwab Workplace Retirement Mobile 11.2
 
Contribution rate messaging updates
Various technical enhancements and minor bug fixes
Feature availability depends on both plan and participant settings.


Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan.


©2025 Schwab Retirement Plan Services, Inc. All rights reserved.


0622-2PS3

### 11.1.0 — 2025-02-11

What's New in Schwab Workplace Retirement Mobile 11.1.0



•	My Retirement Progress™ enhanced look and feel
•	Various security enhancements and minor bug fixes



Feature availability depends on both plan and participant settings.



Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan.




©2025 Schwab Retirement Plan Services, Inc. All rights reserved.




(0622-2PS3)

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All apps by The Charles Schwab Corporation: https://appshunter.io/developer/404050704

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*