News

With a Schwab Individual 401(k) plan, you can invest in stocks, bonds, ETFs, mutual funds and more. The Schwab Individual 401(k) plan is a type of Solo 401(k), as defined by the IRS.
According to Charles Schwab’s SDBA Indicators Report, self-directed 401(k) ... ranging from asset allocation trends and asset flow in various equity, ...
WESTLAKE, Texas, July 24, 2024--Schwab 401(k) Study: Confidence Among Workers Improves as Inflation and Market Volatility Concerns Soften. ... according to a new survey from Charles Schwab.
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 ...
Charles Schwab & Co., founded in 1973 and headquartered in San Francisco, California, has 36 million active brokerage accounts with more than $9.9 trillion in total client assets as of Sept. 30 ...
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 ...
Self-directed brokerage accounts within 401(k)s and other retirement plans grew by 22% over the past year, according to a report today from Charles Schwab & Co. As of the end of the second 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 ...
According to Charles Schwab’s SDBA Indicators Report, the average account balance across all participant accounts rebound in Q2, up 13% from Q1 2020.
Participants in 401(k) plans rank inflation as the biggest obstacle to saving for a comfortable retirement, according to a Charles Schwab survey released Tuesday.