News

Schwab Study: Workers Continue to Prioritize 401(K) Saving Amid Anxiety About Inflation and Market Volatility Workers maintain savings rates but feel less confident about reaching their goals ...
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 within workplace 401(k)s finished at $335,857, down 4.7% from Q4 in 2024, according to Charles Schwab’s SDBA Indicators Report.
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 ...
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 ...
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 ...
Self-directed brokerage accounts within 401(k)s and other retirement plans grew by 22% over the past year, ... SPDR S&P 500, Vanguard S&P 500 and Schwab U.S. Broad Market, according to the report.
Savers pulled vast sums of 401(k) money from stocks and shifted to more conservative investments in response to the tariff-induced market turmoil. But that's not necessarily a good strategy.
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 ...
Charles Schwab Corp.'s <SCHW.O> top executive said on Monday the discount brokerage may consider an acquisition with the proceeds of its planned sale of its U.S. Trust Corp. unit.