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 ...

Schwab Report: Self-Directed 401(k) Balances Down, Investors Hold Steady as S&P 500 Experiences First Correction in Two Years June 02, 2022 09:00 AM Eastern Daylight Time ...

WESTLAKE, Texas--(BUSINESS WIRE)--Worker attendance at educational sessions about 401(k) plans and other financial topics reached new heights in 2022, with virtual live and on-demand sessions ...

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 ...

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

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, ...

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 and other financial firms have been offering personalized advice and 401(k) management through managed accounts offered via retirement platforms for years. A recent report by consultancy ...

Almost two-thirds (64%) of 401(k) participants said their employers took steps to help them manage financial stress this year, up from 52% in the prior year, according to Charles Schwab’s 2024 ...

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).

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 ...