Browsing Tag
401(k) Millionaires
30 posts
U.S. Adds World-Most 736,000 Millionaires in 2025: Capgemini
Strong AI-fueled equity market gains helped drive a 9.2% increase in the U.S. high-net-worth population according to Capgemini’s World Wealth Report 2026
June 10, 2026
Most Millionaires Don’t Consider Themselves ‘Wealthy’
New Northwestern Mutual research shows half think their financial planning needs improvement
November 4, 2025
All TSP Funds Gained Again in September
Thrift Savings Plan assets topped $1 trillion mark in June
October 2, 2025
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
August 21, 2025
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
June 6, 2025
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%
June 4, 2025
401(k) Millionaire Ranks Grew 27% in 2024: Fidelity
Recordkeeper’s latest analysis shows average 401(k) balances were up 11% last year
February 27, 2025
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
December 5, 2024
Despite Being Confident, Even Millionaires Need Financial Help
A Northwestern Mutual survey finds 48% of millionaires believe their financial plan needs improvement
September 4, 2024
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
June 17, 2024