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Featured Retirement Content

To help you stay connected and serve your clients, we have established a central location for product performance, and retirement insights.


Retirement insights

What the pandemic is revealing about target date funds

Risk exposure is important at every point in a TDFs glide path, but especially impactful for people nearing retirement. By Omar Aguilar and Jake Gilliam and posted on 401K

When markets dip, don’t drop out

While staying the course may be hard on your nerves, it can be healthier for your portfolio. See how three investors behaved during market conditions over the course of 40 years.

Personal Choice Retirement Account (PCRA) report

Analyze the investment activity and behavior of retirement plan participants in Schwab’s industry-leading benchmark report on participants with self-directed brokerage accounts.

Sample low-cost lineup

Help lower the cost of your retirement plan lineup with Schwab’s passive funds.

Target date fund comparison grid

Learn more about Schwab's target date mutual fund and collective investment trust offering.

Quarterly Chartbook for Q3 2020

Fed recession models show the probability that we’re in a recession. Get this chart, plus 50 more, in our latest Quarterly Chartbook.

Passive target date funds - Separating myth from reality

Many active decisions go into passive fund design.