Schwab research offers insight into retirement planning and trends for both investors and company plan sponsors.
Survey Finds that Americans Need a Better Plan for Retirement Expenses and Spending
A new Schwab survey reveals that one-third of those who say they are just five years away from retirement have not even calculated how much income they will need in retirement and results suggest nearly half are flummoxed about how to invest their hard-earned money to help maximize retirement income.
New Schwab Data Shows Married Americans Think Singles Have Advantage
When Planning for Retirement
The majority of Americans think that planning for retirement is easier for those who are not married, according to Charles Schwab’s latest quarterly retirement pulse survey findings.
NEW RULES OF ENGAGEMENT FOR 401(K) SUCCESS STUDY
Charles Schwab, a 401(k) service provider to approximately 1.5 million company retirement plan participants, released the findings of a new research study which reveals that professional advice has a direct and positive impact on the behavior of 401(k) plan participants.
GETTING RETIREMENT SAVINGS BACK ON TRACK
Charles Schwab, in collaboration with CFO Research Services, released the details of a new study “Getting Retirement Savings Back on Track: Employer Views on the 401(k) and Financial Education in the Workplace”. According to the study, employers believe they play a role in improving the 401(k) as a benefit for employees, including making 401(k)-specific and general financial education more available in the workplace.