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.
The Standard Adds Portability to APEX Series
The funds are available for 401(k), 403(b) and pooled employer plans as well as other plan types
Transamerica Releases New RILA to Support Protected Income
TISA Income offers several ways to tailor how and when lifetime income begins
Basic Capital Welcomes Jake Eigner, Wealthspire Acquires Fi3 Advisors
Plus, news from Bogart Wealth, Cetera, IRA Financial, and more
Financial Challenges, Inflation, Delay Retirement
Pre-retirees also reported challenges with caregiving responsibilities and funding family-related retirement costs, observes SOA report
In the Age of Digital Tech, Participants Still Value Human Advice
UBS report finds Baby Boomers and Gen Z employees particularly expressed strong preference for professional guidance
Employee Fiduciary Advocates for Participant Protections in DOL Comment Letter
The letter includes suggestions that would close three gaps in the DOL’s proposal on alternative investments in 401(k) plans
Transaction Fees Surpass Budgets for Small Businesses
Those enrolled in PEPs also noted increased costs compared to 401(k) employers, finds Human Interest
Utilizing Intentional Planning to Safeguard Retirement Savings
While only 13% of individuals are on track to save enough for retirement, planning ahead can ultimately increase and protect retirement savings, finds Guardian
Raising Retirement Coverage With Access and Auto-Enrollment
A Morningstar analysis uncovers how additional access to the Saver’s Match and increases to automatic enrollment could further savings
The 401k Girls Are Making Financial Planning Actually Fun
In this episode, Jessica Porter and Hayley Porter, financial planners at BPG Wealth Management, speak to 401(k) Specialist‘s…