Over a third indicated they were planning to delay retirement as a result. Top retirement obstacles identified in Charles Schwab's 2023 online survey of 1,000 people with 401(k) plans. (Charles ...

“Improved 401(k) confidence is not necessarily an indicator that workers are comfortable going it alone,” said Marci Stewart, Director of Client Experience at Schwab Workplace Financial Services.

In a new study of 401(k) plan providers, America is No. 1. The consumer research company J.D. Power has released its Retirement Plan Digital Experience rankings for 2023, and American Funds is ...

Forty-three percent − up from 37% in 2023 − of workers now think ... 69% − up from 65% last year − of workers said they knew what investments to choose for their 401(k), Schwab said ...

This follows a trend Schwab has uncovered in its SDBA Indicators Report suggesting a trend toward declining average account balances. Earlier in 2023, the firm said the average account balance for ...

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

The sessions do often lead to retirement saving action by participants, according to data collected by Schwab. One of the top actions participants took after a session and a 1:1 engagement was ...

The average Self-Directed Brokerage Account (SDBA) 401(k) balance at Charles Schwab finished the fourth quarter of 2024 at $352,605, up by 13.6% since 2023, according to Charles Schwab’s latest ...