Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news. She is originally from Queens, New York, but now resides in Denver, Colorado.
Reintroduced Bill Would Grant Roth IRA Rollovers
If enacted, the legislation would allow rollovers from Roth IRAs to other Roth accounts
IRIC Forecasts Retirement Income Adoption, Financial Wellness Expansion for 2026
The IRIC releases list of top trends shaping retirement plan industry in the new year
Clients Seek Medicare Guidance to Prep for Retirement
U.S. workers are growing concerned over the impact of future healthcare costs, reports Nationwide Retirement Institute
Flexible Strategies Can Surge Starting Safe Retirement Withdrawals
Some approaches could raise starting withdrawals to 5.7%, finds Morningstar
Treasury, IRS Release Guidance on ‘Trump Accounts’
Guardians will be able to use Form 4547 to enroll in a “Trump Account” program
Dell Foundation Donates $6.25B to ‘Trump Accounts’
Billionaires Michael and Susan Dell said they will give $250 to 25 million children ages 10 and under
Untangling Complexity in a Large Plan
How Corebridge Financial worked with The Salvation Army Southern Territory in decoding several plan types
ShareBuilder 401K Pauses Setup Costs Through Dec. 23
Mid and small business owners could save up to $750 in setup costs, the digital 401(k) provider says
Cetera Adds $265M Firm from Osaic
Advisors Matthew and Christopher Callero say they chose Cetera for its organic and inorganic growth resources
Lawmaker Introduces Bill Supporting Pleading Standards for ERISA Suits
The bill follows a wave of recent ERISA class action litigation