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 ...

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, 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%.

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

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 ...

The average balance across all participant accounts in the Charles Schwab self-directed brokerage accounts decreased 9.2% from $316,826 the prior quarter, the company said. The third quarter ...

New research from Schwab Retirement Plan Services reveals how Gen Z and millennials are approaching their retirement planning — with personalized advice and even cryptocurrency investing.

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 ...

Schwab found that 70% of younger employees want to feel that their investment options match their personal needs and values — be it by offering cryptocurrencies as part of a 401(k), or having an ESG ...