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P&A Retirement Plan ServicesAlready a participant? Access your retirement account:
Login to Your AccountFor account-specific questions, please call our participant helpline
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Participants can access their accounts 24/7 through our secure online portal at pag.retirement.schwabrt.com/participant/. You'll need your username and password to log in.
We offer comprehensive support including plan consulting, compliance assistance, investment advisory resources, and administrative services. Learn more about our advisor services.
Setting up a new plan starts with a consultation to understand your objectives. Contact us to schedule a meeting with one of our retirement plan specialists who will guide you through the process.
Yes, we perform all required annual compliance testing including ADP/ACP, top-heavy, coverage, and 415 limitations testing. We also prepare corrective strategies if testing issues arise.
P&A Open Choice is our flexible solution that allows you to select from multiple recordkeeping platforms and investment options. Learn more about Open Choice.
We strive to respond to all inquiries within one business day. For urgent matters, please call our office directly during business hours.
Let's discuss how P&A Retirement Plan Services can support your needs