Steve Anderson

Steve Anderson leads Workplace Financial Services and also serves on Charles Schwab’s Executive Council.

In his role, Anderson leads four businesses supporting employers and their employees: Schwab Retirement Plan Services, which administers 401(k), defined benefit, and nonqualified deferred compensation plans; Schwab Stock Plan Services, which offers a range of equity compensation and employee stock purchase plans; Schwab Designated Brokerage Services, which provides trade monitoring services; and Schwab Retirement Business Services, which provides trust/custody, self- directed brokerage and recordkeeping technology platforms to independent plan recordkeepers, advisors and institutional retirement firms. Collectively through its workplace businesses, Schwab serves 25,000 plans representing more than $1 trillion in client assets and 5.4 million individual participant accounts.

Prior to his current role, Anderson was responsible for developing investing and banking solutions for affluent retail investors and end clients of independent registered investment advisors. Previously, he was head of Schwab Retirement Plan Services and also managed various business units in Schwab Investor Services, where he 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. Before joining Schwab in 1999, Anderson provided insurance planning for businesses and high-net-worth individuals. Anderson has been in the financial services industry for more than 40 years and has extensive management, sales, and client service experience.

Anderson has served in many community leadership positions including director for a community hospital board, a hospital foundation, a hospice organization, and a city school foundation. He was formerly on the Board of Directors of the Charles Schwab Foundation and served as Director on the Miami University Foundation Board, including serving as Chair. He is currently serving as a Trustee on the Miami University Board of Trustees.

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

^{Workplace Financial Services is a business enterprise which offers products and services through Schwab Retirement Plan Services, Inc.; Schwab Stock Plan Services; and Designated Brokerage Services. Schwab Retirement Plan Services, Inc., provides recordkeeping and related services with respect to retirement plans. Schwab Stock Plan Services is a division of Charles Schwab & Co., Inc. providing equity compensation plan services and brokerage solutions for corporate clients. Schwab Designated Brokerage Services (DBS), a division of Charles Schwab & Co., Inc., provides technology solutions for corporate clients with regulatory requirements to monitor employee security transactions. Schwab Retirement Plan Services, Inc., and Charles Schwab & Co., Inc. (“Schwab”) (Member SIPC) are separate but affiliated entities, and each is a subsidiary of The Charles Schwab Corporation.}