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 ...

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

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 ...

According to Schwab’s annual nationwide survey of 401(k) plan participants, 79% of workers are changing their saving and spending habits because of inflation, while 44% have altered their 401(k ...

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%.

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 ...

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, ...

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.

If low fees are your top priority, Charles Schwab’s Solo 401(k) is Investopedia’s top pick. There are no setup or recurring fees, plus you get commission-free trades on stocks, ETFs, and ...

More people are paying attention to their 401(k), with 92% saying they know how it’s performing, Schwab said. Only 8% said they didn’t know what investments they held in their 401(k) account ...

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).