Retirement plan participants attended educational 401(k) plan sessions at record levels in 2022, driven in part by the use of virtual meetings, according to data released by The Charles Schwab Corp.’s ...

According to Charles Schwab’ s SDBA Indicators Report, an industry-leading benchmark on retirement plan participant investment activity within self-directed brokerage accounts, the average ...

According to Charles Schwab’s SDBA Indicators Report, the average account balance across all participant accounts rebound in Q2, up 13% from Q1 2020.

Allocation trends in SBDAs remained similar to second quarter 2023. Equities remained the largest participant holding at 34.2%, and the largest sector holding was information technology at 30.1%.

Schwab Report: Year-End 2020 Self-Directed 401(k) Balances Up 13% Year-Over-Year Despite Ongoing Volatility and Q1 Market Lows March 02, 2021 09:00 AM Eastern Standard Time ...

Participants in 401(k) retirement plans say they need an average of $1.9 million for retirement, up 12% from the $1.7 million reported last year, according to a survey from Schwab Retirement Plan ...

Schwab 401(k) Study: Employers Step Up to Help Workers Manage Financial Stress. Business Wire . Wed, Oct 23, 2024, 9:00 AM 5 min read. In This Article: SCHW .

WESTLAKE, Texas, July 24, 2024--Schwab 401(k) Study: Confidence Among Workers Improves as Inflation and Market Volatility Concerns Soften ...

We see this happen slightly in the median 401(k) balance column when going from the 55-to-64 age group ($95,642 median balance) to the 65+ age group ($95,425 median balance).

Younger Investors Venture Beyond 401(k)s: Schwab By Michael S. Fischer. News October 26, 2022 at 05:26 PM Share & Print. While the 401 ...

More than 2½ years ago, Charles Schwab Corp. announced a plan to bring exchange-traded funds to the 401(k) retirement savings plans it offers. ETF fans rejoiced, betting that the move by the big ...

Employees who have 401(k) plans are afraid inflation is eating away at their savings and they are turning to financial advisors for help, according to Schwab Retirement Plan Services. The help of ...