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.
Premiums Lead Benefits Enrollment Decisions for Employees
This is especially true for older generations as they navigate pre-retirement financial options
Ascensus, OneDigital Partner on PEPs
OneDigital will serve as the 3(38) investment fiduciary while Ascensus provides recordkeeping, 3(16) administrative fiduciary services, and more
Lincoln Financial Expands Suite of Retirement Income Features
At the same time, Lincoln also announced the introduction of a FIA income calculator
Kestra PWS Unveils Timeless Private Wealth
One offering includes preparing clients entering a “rewirement”
Invesco to Support Trump Accounts, Morgan Stanley Tops $1T in IRA Assets
Plus, news from Waverly Advisors, Osaic, and T. Rowe Price
Reduced Retirement Savings Linked to Student Loan Debt Anxiety
Forty percent of respondents to a Tuition.io survey say debt has impacted their ability to save for retirement overall
Americans Describe Retiring on Their Own Terms
Nearly three-quarters of respondents do not anticipate a traditional retirement in their future, reports new Fidelity study
This Modern Banking Platform Achieved Top Scores in Overall Satisfaction for DIY Investors
Plus, a traditional firm reclaims the top spot in overall satisfaction among advised investors in JD Power's Investor Satisfaction Study
Texas Judge Signs Order Officially Ending Fiduciary Rule
The decision has prompted life insurance organizations to come out and commend the termination
Growing Number of DC Participants Convert to Wealth Clients
Close to two-thirds of advisors have converted at least 6% of DC participants to wealth relationships