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.
Participants Press for Lifetime Income Options in Retirement Plans
Almost all 401(k) participants in new data from Nuveen and TIAA want their employer to offer guaranteed income options in retirement plans
The Standard Builds On Annuity Solution With Additional Features
The Standard recently added new features to its flagship Fixed Index Annuity product, the Enhanced Choice Index Plus. The…
Fireflies Launches AI Meeting Assistant for Advisors
The solution aims to cut down post-meeting administrative tasks
Corporate Roundup: LPL Financial Sees Greener Grass with Anna Kendrick in Ad Campaign
LPL Financial partners with Anna Kendrick on multimedia campaign, Savi launched AI-powered solution, and more
Sen. Cassidy Introduces Legislation Supporting ESOPs
The two bills would incorporate two additional members to the ERISA Advisory Council and omit ESOP contributions to annual 401(k) limits
Americans Oblivious to 529 Plan Benefits
Over half of Americans are unaware of what a 529 plan is, Edwards Jones finds
Employers Prioritize Fees and Investment Structure in DC Plans
Others focused on fiduciary actions like reviewing their investment policy statement, Callan finds
Betterment Buys Direct Indexing Platform Rowboat Advisors
The move is set to expand upon capabilities for RIA firms and advisors
Investors Admit Anxiety Over Trade Wards Prior to Trump’s Tariff News
As a result, more are incorporating ETFs to protect investments against market volatility
2026 Social Security COLA Rises Modestly as Trump Signs Executive Order on Drug Prices
Forecasters expect tariffs to lead to higher inflation, which could mean COLA predictions will rise later this year