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.
Vanguard Unveils Fixed Income ETF
The new ETF is designed to add total return potential while generating higher income
Cetera Announces New RIA Platform and Hire
Industry executive will lead the latest platform, which currently oversees $33.5 billion in client assets
Corporate Roundup: SEC Names IM Director, CAPTRUST Brings in M&A Leader
The latest news from the SEC, CAPTRUST, OneAmerica, Transamerica, Equity Trust, and more
Online Financial Advice Could Come with Hidden Costs
A report by the CFP Board finds that online misinformation on finances could cost Americans over $1,000
HSA Account Balances, and Withdrawals, Rise in 2023
Despite the increased rate of withdrawals, end-of-year HSA account balances were higher than beginning-of-year balances in 2023
Millennial Women Invest at Earlier Rates Compared to Prior Generations
Millennial women were likelier to feel higher levels of confidence in their investing strategies, Charles Schwab reports
More Workers Voice Interest in Part-Time Work
The interest comes as employees forecast troubles in sustaining income through retirement
SDBA Balances Fall in Q1 2025
Account balances were still up 2.3% year-over-year, according to Schwab
SEC IM Director to Step Down
SEC IM Director Natasha Vij Greiner has worked in her role since March 2024
Nationwide Unveils RetireAssist for Small Businesses
The platform will include two solutions designed to provide customization for small business 401(k) and 403(b) plans