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, ...

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

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 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 ...

Schwab and other financial firms have been offering personalized advice and 401(k) management through managed accounts offered via retirement platforms for years. A recent report by consultancy ...

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 ...

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 ...

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 ...