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.

In a major shift for the pensions market, the president intends to allow retirement savings plans to invest in private assets.

401 (k) in-plan lifetime income solutions are now a top priority: Goldman Sachs While over half of annuity providers already offer a retirement in-plan solution, a majority believe that automatic ...

ChatGPT's 42-signal Bitcoin analysis flags critical $121K test after historic $123K ATH pullback amid Trump's $9 trillion ...

Current Average 401 (k) Balances for 50-Year-Olds The average 401 (k) account balance varies significantly both by age and plan provider.

Experts are sounding the alarm on Trump allowing private equity firms to tap into Americans' retirement savings.

The small and micro 401(k) plan segments are set to rapidly expand over the next few years due to certain competitive dynamics in the market, according to a new report by Cerulli Associates.

Rapid expansion is ahead over the next few years for the small and micro 401 (k) plan segments due to certain competitive dynamics in the market, says a new report by Cerulli Associates.

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).

As SECURE 2.0 and state mandates drive micro 401(k) plan adoption, advisors are set to play a bigger role in helping small businesses navigate retirement solutions.

The reality is sobering: The average 401 (k) balance of a Gen Xer is about $190,000, while the average balance for Boomers ...