Collective Investment Trusts that put participants first.
Charles Schwab Trust Bank offers a range of trusts built to the highest fiduciary standards.
Charles Schwab Trust Bank announces the intent to merge the Schwab Managed Retirement Trusts (SMRT) into the Schwab Indexed Retirement Trusts (SIRT) on or about March 12, 2027. Access the merger announcement here. For SMRT resources please visit the Update Center.
Retirement plans have diverse needs. We meet them.
The needs of our clients vary widely. That’s why we’ve developed a range of Collective Investment Trust (CIT) products, including target date trusts, equity trusts (U.S. and international), and fixed income trusts. Each trust employs industry-recognized sub-advisors and is available to qualified retirement plans.
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