Business
Schwab Study: Equity Compensation Plays Major Role in Workers’ Retirement Plans and Financial Wellbeing
WESTLAKE, Texas, September 23, 2025--SCHWAB STUDY: EQUITY COMPENSATION PLAYS MAJOR ROLE IN WORKERS’ RETIREMENT PLANS AND FINANCIAL WELLBEING
About this update from Charles Schwab Corporation (the)
[{"type":"image","alt":"","displaySize":"","headline":null,"caption":"","credit":null,"className":"","disableSlideshowImg":false,"size":{"original":{"width":480,"height":480,"url":"https://media.zenfs.com/en/business-wire.com/51ee0e56acb33c35d5c0c2e4eeaba9e0"},"resized":{"url":"https://s.yimg.com/ny/api/res/1.2/G7U5s4_ymmZnivoL_VjQ1Q--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTk2MDtjZj13ZWJw/https://media.zenfs.com/en/business-wire.com/51ee0e56acb33c35d5c0c2e4eeaba9e0","width":480,"height":480}},"lazy":false},{"type":"text","content":"Professional help boosts confidence and understanding of benefits","length":65,"tagName":"p","attribs":{}},{"type":"text","content":"WESTLAKE, Texas, September 23, 2025--(BUSINESS WIRE)--Equity compensation is far more than a workplace perk for employees at firms offering this benefit. According to a new survey from Charles Schwab of stock plan participants, three-quarters (76%) say equity compensation is very important, and nearly half consider it a "must-have" benefit when evaluating a new job. Half view equity compensation as a critical tool to help achieve retirement goals, and many say it will help them build/increase wealth (38%), learn more about investing (37%), alleviate financial stress (32%), and boost employee morale (32%). Participants say company stock makes up about one-third of their overall investment portfolios on average.","length":729,"tagName":"p"},{"type":"text","content":"The survey also reveals gaps in perceived benefits and understanding around valuation, tax implications, and portfolio strategy between participants who are receiving professional advice and those who are going it alone.","length":220,"tagName":"p"},{"type":"text","content":""Equity compensation is both a powerful benefit and a meaningful motivator," said Andrew Salesky, Managing Director, Schwab Stock Plan Services. "Employers are always seeking to attract top talent. Through a strong equity program, they can demonstrate a commitment to employees’ financial security and also build stronger alignment. Our study shows that when participants understand and strategically use their equity, it can be transformative for their financial wellbeing."","length":495,"tagName":"p"},{"type":"text","content":"Planning for retirement – and beyond","length":36,"tagName":"p"},{"type":"text","content":"Nearly three in four stock p...