These references can help you understand key facts and developments in the 401(k) industry—and help you select a retirement plan approach that fits the needs of your employees. Call on us for more information anytime. We're happy to help.
Schwab’s perspective on what is working and what isn’t in the 401(k) industry.
We are pleased to bring you insights from recent studies focusing on sponsors and participants with our "Bridging the Gap" webcast replay. This webcast, presented by Schwab Retirement Plan Services, Inc., highlights the results from two Schwab Retirement Plan Services, Inc. initiated studies: the first conducted by CFO Research Services1 with plan sponsors; the second by Koski Research2 with plan participants. We hope you will find this information helpful as you consider potential alternatives for your plan. The examples and discussion in the webcast do not guarantee a particular outcome or result.
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The whitepaper companion to the webcast.
Schwab’s perspective on what is working and what isn’t in the 401(k) industry.
A video detailing how index funds, when used in a 401(k), may lower fund operating expenses and help employees save more for retirement.
A quick overview of our latest 401(k) offering, Schwab Index Advantage.
A video detailing how independent professional advice, a feature of Schwab Index Advantage, may help employees save more for retirement.
A detailed view into the three key components of Schwab Index Advantage: Cost; Advice and Plan Approach.
A video detailing how Schwab Index Advantage provides participants a retirement plan program designed to help them save more for retirement.
A primer on how index investments can help participants achieve their retirement investing objectives.
The latest semi-annual performance scorecard comparing the S&P indices with actively managed funds.
* Schwab refers to Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company.
1 "The Changing Benefits of 401(k)s." Schwab Retirement Plan Services, Inc., in conjunction with CFO Research Services, the sponsored research group within CFO Publishing Corp., which produces CFO magazine.
CFO Publishing is part of The Economist Group. All survey data collection and analysis was conducted online within the United States by CFO Research Services. A total of 215 interviews were conducted from July through August 2011, with plan sponsors. No estimates of theoretical sampling error can be calculated; a full methodology is available. For more information on CFO Research Services, visit cfo.com/research. CFO Research Services is not affiliated with Schwab Retirement Plan Services, Inc. or any of its affiliates.
2 "401(k) Participant Survey." Charles Schwab, in conjunction with Koski Research, October 2011. All survey data collection and analysis was conducted online within the United States by Koski Research. A total of 1,005 interviews were conducted between August 30 and September 1, 2011, with employees who were employed full-time or part-time and who participated in their employer's 401(k) plan. The survey was blind and may not have included participants in plans serviced by Schwab. No estimates of theoretical sampling error can be calculated; a full methodology is available. The national participant survey constitutes the 401(k) Participant Survey.
Koski Research is a marketing research firm that helps leading financial services firms use market research to improve decision-making, generate front page news, and stimulate communication efforts. Koski Research has conducted thousands of surveys and interviews among executives, individual and institutional investors, and intermediaries that have enabled financial services firms to have a deeper understanding of their clients and better meet their needs. For more information, visit koskiresearch.com. Koski Research Inc. is not affiliated with Schwab Retirement Plan Services, Inc. or any of its affiliates.
