Browsing Tag
401(k) Millionaires
29 posts
Most Millionaires Don’t Consider Themselves ‘Wealthy’
New Northwestern Mutual research shows half think their financial planning needs improvement
All TSP Funds Gained Again in September
Thrift Savings Plan assets topped $1 trillion mark in June
Why Excluding 401(k) Assets From ‘Accredited Investor’ Rule Would Be Unjust
As bills to expand definition sit in Senate, new research argues qualified retirement assets belong in net worth calculations
U.S. Dominates World Wealth Growth, Millionaire Populations
Newly released wealth reports from Capgemini and Henley & Partners show U.S. as clear leader in HNWIs and where the most millionaires reside
401(k) Balances Down in Q1, But Deferral Rates Hit Record High
Fidelity’s Q1 2025 Retirement Analysis shows volatility didn’t spook participants/employers from saving more than 14% of paychecks, nearing recommended 15%
401(k) Millionaire Ranks Grew 27% in 2024: Fidelity
Recordkeeper’s latest analysis shows average 401(k) balances were up 11% last year
Record High Number of 401(k) Millionaires, Average Account Balances at Fidelity
Q3 2024 Retirement Analysis finds Gen X savers make impressive gains; 2.2 million participants now have auto portability access
Despite Being Confident, Even Millionaires Need Financial Help
A Northwestern Mutual survey finds 48% of millionaires believe their financial plan needs improvement
U.S. Millionaire Ranks Swell by 500,000
Strong stock market helps America far outpace world growth, reaching 7.43 million millionaires according to Capgemini World Wealth Report
401(k) Millionaire Ranks Spike 20%
Fidelity report out today finds average workplace retirement account balances at the end of 2023 hit highest level in nearly two years