Charles Schwab Workplace Services
Who says a 401(k) study has to read like one?
Reimagined results from annual 401(k) participant study
We turned findings from Schwab’s annual 401(k) participant study into a carnival-themed infographic inspired by the highs and lows of financial decision-making.
Using playful visuals and a more interactive structure, the piece made the research feel more approachable without losing the substance behind it.
We then took the same findings a step further, adding context and turning them into an article that breaks down what the data actually means—and what to do with it.
And the next year, we did it again.
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And the next year, we did it again. *
The flagship infographic, article, and social posts. A mini-campaign that gives the people who run retirement plans clear, instantly usable results.