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Benjamin Lee

Schwab Retirement Technologies


Speaker Bio

With more than 25 years of experience working in client service, consulting, and business-development leadership roles, Benjamin Lee is managing director at Schwab Retirement Technologies®. He oversees product development and collaborates with clients on ways to improve operational efficiencies and drive growth through the firm’s suite of recordkeeping, automation, web, and mobile experiences for participants, plan sponsors, and advisors.



Prior to joining Schwab, Mr. Lee was a project manager at Piper Jaffray where he developed, designed, and implemented a 401(k) daily valuation program. Before that, he was a managing consultant at Washington Mutual and a pension analyst at Safeco. He has a bachelor’s degree in economics from the University of Washington and a master of business administration degree from Seattle University. He holds the Accredited Investment Fiduciary® designation from Fiduciary360.

Speaker Sessions