Schwab Online Tool Provides Generational Comparisons

Participants are greeted with the question, “How much money do you think you need to retire?” followed by “What year were you born?’

Users are then presented with a graph and statistical summary of how their personal response compares to those of other members of their respective generation. As each question is completed, their response is compared to the total results collected in real-time. Users have the option of viewing the survey responses of all four generations as well.

Visitors to the site are asked to respond to 12 questions selected from the original Rethinking Retirement study (see Generation(s) Dissatisfied and Four Generations Agree: We Need More Advice).

At the conclusion of the study, participants are able to print out their full results. Additionally, they are provided with links to a variety of Schwab resources for retirement advice:

• help for individuals through Schwab’s retirement consultants,
• help for employers through Schwab’s Corporate and Retirement Services, and
• help for independent advisors through Schwab’s Institutional Services.

You can access the survey at rethinkingretirement.schwab.com/survey.