Schwab Report: Self-Directed 401(k) ... (PCRA), ranging from asset allocation trends and asset flow in various equity, exchange-traded fund and mutual fund categories, ...

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 ...

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 ...

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).

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

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, ...

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 ...

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 ...

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%.

Employees who have 401(k) plans are afraid inflation is eating away at their savings and they are turning to financial advisors for help, according to Schwab Retirement Plan Services. The help of ...

According to Charles Schwab’s SDBA Indicators Report, the average account balance across all participant accounts rebound in Q2, up 13% from Q1 2020.