3 Did You Knows
More than 4.1 million Americans are turning 65 every year through 2027. *
About 6% of participants took hardship withdrawals in 2025, a record high driven by financial stress like medical bills or housing costs.**
Americans held about $10 trillion in 401(k) accounts by late 2025.***
* 2025 Protected Retirement Income and Planning Study, LIMRA
** The Wall Street Journal
*** ICI (Investment Company Institute)