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WESTLAKE, Texas, July 24, 2024--Schwab 401(k) Study: Confidence Among Workers Improves as Inflation and Market Volatility Concerns Soften ...
In a new study of 401(k) plan providers, America is No. 1. The consumer research company J.D. Power has released its Retirement Plan Digital Experience rankings for 2023, and American Funds is ...
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 ...
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 ...
“Improved 401(k) confidence is not necessarily an indicator that workers are comfortable going it alone,” said Marci Stewart, Director of Client Experience at Schwab Workplace Financial Services.
Forty-three percent − up from 37% in 2023 − of workers now think ... 69% − up from 65% last year − of workers said they knew what investments to choose for their 401(k), Schwab said ...
This follows a trend Schwab has uncovered in its SDBA Indicators Report suggesting a trend toward declining average account balances. Earlier in 2023, the firm said the average account balance for ...
The sessions do often lead to retirement saving action by participants, according to data collected by Schwab. One of the top actions participants took after a session and a 1:1 engagement was ...
Overview: Top online brokers for a 401(k) rollover in 2025 Charles Schwab. Charles Schwab is strong in every category and caters well to customers from novice to expert.
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.