Perspectives Insights & commentary on retirement, equity compensation and more from Schwab Workplace Services. Retirement Plan Services Supporting Women In Retirement Planning Schwab finds women investors prioritize long-term goals, start earlier, and value discipline, prompting evolving support strategies. Driving Engagement for Retirement Readiness Employers can drive engagement and empower participants to take control of their financial futures by adopting a more holistic approach to participant education. Gen Z's Retirement Optimism Retirement confidence tends to fade with age, but widespread access to advice and educational resources could help buck the trend. Stock Plan Services Year-End Planning Guide for 2026 Year-end planning provides a rare opportunity to assess progress, identify gaps, and prepare for the year ahead. Understanding EDGAR Next The SEC made some new filing requirements that will change the way businesses file annual reports, stock plan disclosures, and more. The Hidden ROI of Employee Stock Plans From retention to motivation to productivity, equity and stock compensation plans can be the catalyst for building a highly engaged workforce. The equity compensation paradox Most employees value equity compensation but lack the knowledge to use it effectively, highlighting the need for better education and advice. Quick Tips for Year-end Tax Reporting Key steps for accurate year-end equity compensation tax reporting, including meeting deadlines, reconciling data, coordinating with payroll, and more. View more
