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, according to Charles Schwab’s latest ...

The Charles Schwab survey conducted by Logica by users of plans from around 25 providers reveals that 43% are very likely to achieve their goals, up from 37% in 2023.

The annual nationwide survey of 401 (k) plan participants finds that 43% of workers think they are very likely to achieve their retirement savings goals compared to 37% in 2023.

A new report from T. Rowe Price, a leading player in the retirement plan services business, offers new insight into the trends and patterns that defined the 401 (k) plan space in 2023.

Self-directed 401 (k) participants take the long view, but need direction on scale of offerings In a report that highlights generational differences, baby boomers had the highest SDBA balances ...

The consumer research company J.D. Power has released its Retirement Plan Digital Experience rankings for 2023, and American Funds is right at the top of the list.

Over a third indicated they were planning to delay retirement as a result. Top retirement obstacles identified in Charles Schwab's 2023 online survey of 1,000 people with 401 (k) plans. (Charles ...

New data from Schwab’s 2023 401 (k) Participant Study show that almost nine in 10 workers say the 401 (k) is a must-have benefit, and three in four would refuse a new job if it did not offer one ...

Pressroom Schwab.com. “ Schwab Study: Workers Continue to Prioritize 401 (K) Saving Amid Anxiety About Inflation and Market Volatility.” National Institute on Retirement Security.

According to new data from Schwab Retirement Plan Services, attendance at educational classes for 401 (k) plans and other financial topics hit record levels in 2022, with virtual live and on ...

New Schwab Data: Participants Choose Virtual 401 (k) Education at Record Levels Schwab expands access to education and meets need for more inclusive programming ...

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 ...