You need $2 million to retire and ‘hardly anyone is close,’ BlackRock CEO warns, a problem Gen X will make ‘harder and uglier’

Larry Fink has a clear message for Americans: You haven’t saved enough to retire comfortably, the billionaire BlackRock CEO wrote in his 2025 annual shareholder letter.

BlackRock, the world’s largest asset management firm with $14 trillion in assets under management, surveyed 1,000 registered voters asking how much they should comfortably retire on, and the average answer was about $2.1 million.

“That’s a lot. More than I expected,” Fink wrote. And “hardly anyone is close,” given that 62 percent of those surveyed had less than $150,000 saved for retirement. That figure is only about 7% of what they think they need to retire comfortably.

Fink, 73, has long warned about America’s retirement crisis, with one of his other main arguments being that the Social Security system will fail as life expectancy rises. In addition, retirement and the need for elderly care are becoming expensive.

“When you’re retired, you’re basically living on a fixed income,” Rita Choula, senior director of care at the AARP Public Policy Institute, previously said. wealth. “If you haven’t factored in another $7,000, $8,000, $9,000 a year in fixed income, that can have a big impact.”

Meanwhile, millions of baby boomers are reaching retirement age in waves, but they don’t have enough savings and many don’t have a clear plan to fill the gap.

“The problem is going to get tougher and uglier as the oldest X generators start to retire,” Fink argued. “I’m the first generation to rely primarily on 401(k)s. And the 401(k) trend is growing with Millennials and Gen Z.”

Even those who have built a nest egg and a 401(k) have a separate problem on their hands, he argues. Because 401(k)s don’t “come with instructions,” it’s hard to know how to save other than spending a lump sum for the rest of your life. It’s not that Fink is completely against the idea of ​​401(k)s, but he argues that they’ve failed as a mass retirement solution because they place the burden of financial planning on the individual rather than an employer or institution. He has historically argued for more mandatory retirement savings, and employers should play more of a role.

“The result? Even retirees who have saved well often spend too little, gripped by fear of running out. They curtail dreams and delay joy,” Fink wrote. “Economist Bill Sharpe called this problem ‘the ugliest and toughest problem in finance.’ Difficult, but doable.”

Some data support Fink’s view of retirement becoming a crisis. About half of American households nearing retirement age (ages 50 to 60) have no money saved in a 401(k) or IRA, according to Federal Reserve data.

That’s forcing them to rely on other programs like Social Security — and that’s worrisome for them because they’re worried they won’t get the benefits they’ve been promised for a long time, according to Bankrate. On top of that, Social Security costs about $2,000 a month and is nearing insolvency.

“Americans are right to be concerned,” according to Bankrate, citing recent federal reports showing that the Social Security and Medicare trust funds are nearing insolvency.

While Fink’s data suggests Americans have an average of about $150,000 saved for retirement, that varies by source and age. According to Vanguard’s Saving America 2025 report, average and median 401(k) balances are as follows:

Meanwhile, Social Security’s trust fund is expected to be depleted by the mid-2030s, which could lead to about a 20%-25% cut in benefits if Congress does not act.

“The country will have to make important decisions about the future of Social Security: how it’s funded, how generous it will be, and when it can be accessed,” according to the Roosevelt Institute.

BlackRock, under Fink’s leadership, has aggressively expanded its retirement products, from target date funds to annuity solutions designed for defined contribution plans.

The company’s LifePath Paycheck product offers clients access to guaranteed income through a target date fund, an investment strategy that automatically adjusts to a specific targeted retirement year. Plan participants can access that guaranteed income as early as age 59.5 by purchasing annuity contracts.

Fink said he believes these types of plans will gain popularity over the years.

“We believe LifePath Paycheck will one day be the default investment strategy for retirement, providing access to a predictable, paycheck-like income stream that can help improve the quality of life for millions of retired Americans,” he wrote in a 2024 statement.

Certainly, many Americans were forced to “retire” after realizing they didn’t have enough to get by. So despite Fink’s warnings, many Americans haven’t quite planned for the future they might have dreamed of decades ago.

This story was originally featured on Fortune.com

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