Retirement Research

Schwab research offers insight into retirement planning and trends for company plan sponsors.
 

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.  

• Video: SVP Steve Anderson and VP Catherine Golladay explain the survey results.
• Slides: Detailed results of survey (PDF)
• Press Release (PDF)

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.

• Read the press release
• View the white paper (PDF)

Additional Surveys

• 2008 Savings Fundamentals Survey
• Rethinking Retirement: Four Generations Share Their Views on Life's Third Act