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 ...

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 ...

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, the average account balance across all participant accounts rebound in Q2, up 13% from Q1 2020.

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 charges no account setup fee for its solo 401(k) as well as no ongoing fee, and you can open either the traditional pre-tax 401(k) or the after-tax Roth 401(k). A solo 401(k) at Schwab lets ...

Among the findings, the Schwab survey of 1,000 currently employed U.S. 401(k) plan participants ages 21–70 shows that Inflation (62%) and market volatility (42%) are presenting obstacles to ...

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 ...