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

Self-directed 401(k) participants saw balances drop in 2022. Even so, savers increasingly crave more choice when it comes to their investments - and plan sponsors and advisors should raise ...

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 ...

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%.

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, an industry-leading benchmark on retirement plan participant investment activity within self-directed brokerage accounts, the average ...

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 ...

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