Anyone having issues with Schwab 401(k) contributions?

Accounts

I recently switched 401K providers to Schwab, and while my balance and investment transactions are syncing, the contribution transactions are not (i.e., I see no 'contribution' type transactions). I can confirm that these transactions are showing up directly on schwab.com in the same dashboard that the investment transactions are showing up.

This creates a bunch of downstream issues with the cash flow and reports functions since my income, retirement savings etc. are not counted correctly.

I’ve tried:

  • Removing and re-adding the account
  • Reauthenticating the account
  • Monarch support has manually resynced the account, but I am getting responses every few days, each coming from a different support representative and not really getting anywhere.

Has anyone else run into this with Schwab 401K plan, and were you able to fix it?

Posted Jul 11, 2026, 8:56 PM UTC

17
Loading comments…