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Charles Schwab Corporation
Press Releases

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Date Headline
May 30, 2019 Charles Schwab Ranks #1 in Large Plan Segment in J.D. Power Retirement Plan Participant Satisfaction Study for Second Year in a Row
June 5, 2018 Charles Schwab Ranked Highest by 401(k) Participants in J.D. Power Group Retirement Satisfaction Study
May 31, 2018 Charles Schwab Opens 50-Acre Campus in Austin Featuring Modern, Flexible and Open Concept Elements
Oct. 13, 2017 Schwab Stock Plan Services and Certent Collaborate to Expand and Improve Participant Access to Equity Compensation Services
Mar. 7, 2017 Schwab Stock Plan Services and eShares Collaborate to Help Companies Manage Equity Compensation as They Transition from Private to Public
Aug. 25, 2016 Schwab Launches Target Date Mutual Funds Constructed With Schwab ETFs and Priced at New Industry Low
Apr. 18, 2016 Texas Tech University Debuts 'Financial Planning Academy' for High School Students Interested in Careers in Financial Advice
Nov. 12, 2015 Schwab Advisor Services Announces Recipients of the 2015 IMPACT Awards
Oct. 14, 2015 Schwab Retirement Plan Services Introduces Advisor Managed Accounts to Help More 401(k) Participants Receive Retirement Plan Advice
May 21, 2015 Schwab Teams Up With University of Colorado Boulder on New Certified Financial Planner Track
Apr. 24, 2015 Charles Schwab Introduces Apple Watch App and Unveils Enhanced Mobile Experience
Mar. 9, 2015 Charles Schwab Launches Schwab Intelligent Portfolios
Oct. 28, 2014 Schwab Announces Planned Launch of Schwab Intelligent Portfolios
Apr. 17, 2014 Schwab Bank Cuts Expense Ratios in Target Date Collective Trust Funds for Large Retirement Plans
Mar. 4, 2014 Schwab Advisor Services Releases Industry-Wide RIA Merger and Acquisition Activity for Year-End 2013
Feb. 5, 2014 Schwab Retirement Plan Services Becomes First Major Firm to Launch Full-Service 401(k) Program Based on Exchange-Traded Funds
Feb. 22, 2013 After First Year, Schwab’s Index-Based 401(k) Offering Cuts Investment Costs by 77%, Delivering on Low-Cost Goal
Jan. 24, 2013 Schwab Expands Line-up of Target Date Funds for Retail and Retirement Plan Clients
Jan. 12, 2012 Charles Schwab Launches Unique 401(k) Plan Solution Designed To Address Barriers To Retirement Saving And Investing
Jan. 10, 2012 Schwab Finds U.S. Fixed Income Exchange-Traded Funds Gain Favor While Gold Loses Luster With Advisors
Nov. 22, 2011 New Schwab Principles Designed to Help Americans Get Ready to Live on Retirement Income
Sept. 12, 2011 Employers Adding 401(k) Plan Features to Drive Participation and Savings, Says New Schwab Data
July 15, 2011 Schwab Sees Continued Growth Among Independent Recordkeeper Clients
July 6, 2011 RIA's Revenue and Assets Rebound for Record Year
June 17, 2011 Schwab Finds Majority of Older Americans Confident in Retirement Preparedness
Jan. 18, 2011 Schwab Retirement Study Uncovers Gender Differences in Money Management Styles
Nov. 24, 2010 Charles Schwab Expands DCIO Sales Team
Nov. 11, 2010 Schwab Adds International Fund to Collective Investment Suite
Sept. 16, 2010 Study Demonstrates Positive Impact of Advice on 401k Investor Behavior
June 28, 2010 Schwab's Retirement Plan CTF's Surpass $10 Billion in Assets
Mar. 11, 2010 Schwab Adds New Roth IRA Conversion Resources for 401k Plan Participants; Others
Nov. 18, 2009 Charles Schwab Expands Its Educational Website
Oct. 27, 2009 New Charles Schwab Data Reveals Increase in 401(k) Plan Participation
June 22, 2009 Employers Back 401(k) As Vital Retirement Savings Tool According To New Study From CFO Research And Charles Schwab
June 10, 2009 Charles Schwab Releases Data on Employer and Worker 401(k) Behavior
May 21, 2009 Charles Schwab Finds Many Workers Who Have Left Their Jobs Have Also Left Their 401(k) Savings Behind
Apr. 28, 2009 Schwab Makes Strategic Enhancements to Target Funds
Jan. 19, 2009 Schwab Announces 2008 Highlights for Institutional Services
Nov. 19, 2008 Schwab to Provide TPAs with Benchmarking Information
Nov. 12, 2008 Charles Schwab Unveils Eight-Step Plan To Help Prioritize Americans’ Savings Goals
Aug. 11, 2008 Corporate America Playing Larger Role in Employee Retirement Readiness Says New Study from Schwab and CFO Research
July 16, 2008 Schwab Study Finds Four Generations of American Adults Fundamentally Rethinking Planning for and Living in Retirement
May 2, 2008 Charles Schwab Expands Relationship With Mondrian Investment Partners
Apr. 2, 2008 Schwab Sees More Employers Offering Roth 401k
Feb. 12, 2008 Supremely Confident to Super Stressed: Landmark Gen X Study From Schwab Uncovers Six Distinct Financial Mindsets
Nov. 29, 2007 New Schwab Data Indicates Use of Advice and Professionally-Managed Portfolios Results in Higher Rate of Return for 401(k) Participants; Younger Participants Have the Most to Gain
Sept. 5, 2007 Employers Use Automatic Tools to Jumpstart Participation and Saving in 401(k) Plans
Aug. 28, 2007 Independent Advisor Optimism on Economy Waning Says Schwab Institutional Study
Aug. 28, 2007 Schwab Institutional Study Finds Even the Affluent are Anxious About Retirement
Apr. 4, 2007 Schwab Completes Acquisition of The 401(k) Company
Feb. 15, 2007 Schwab's New '15-Minute IRA' Makes It Easier Than Ever to Open and Fund an Individual Retirement Account
July 27, 2006 Schwab Cautions Investors: It's More Important Than Ever to be Aware of Investment Fees
June 15, 2006 Schwab Meets Growing Demand for Automatic 401(k) Plan Solutions With Schwab Retirement Smart Steps(TM)
Sept. 8, 2003 Schwab Introduces Retirement Plan Investment Advice at No Additional Cost
Jan. 14, 2002 Schwab Retirement Technologies Provides Retirement Plan Investment Advice with Direct Web Link to Morningstar ClearFuture
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