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.
Corporate Roundup: NAGDCA, Savvy Advisors Hires, JULY Earns Certification
NAGDCA and Savvy Advisors appoint new leadership, JULY receives a CEFEX certification, and more
HSAs See High Growth, Yet Key Issues Remain
The latest review from Morningstar compares the leading providers in the HSA industry, with Fidelity coming out on top
Managed Accounts See Highest Growth While TDRFs Sit Still
Managed account and cryptocurrency use grows while investments in target-date retirement funds falls flat, reports Hearts & Wallet
Americans Score Smallest Financial and Mental Wellbeing Marks
The fall in financial and mental health wellbeing comes from a lack of retirement planning and emergency savings, finds TELUS
Higher Rates of Wealth Managers, Advisors, Clients, Using Model Portfolios
Results from Natixis' latest Executive Summary finds wealth managers, advisory practices, and clients can benefit from utilizing the group of assets
Workers Would Rather Browse Social Media than Select Benefits
Almost half of workers spend 20 minutes or less reviewing employee benefits during the open enrollment period, found Voya
Stone Ridge Appoints LifeX Board of Advisors
The product is said to combat the "triple" threat of retirement, such as investment risk, inflation risk, and longevity risk
Reps. Introduce RISE Act for Micro-Businesses to Offer Retirement Plans
The bill would incentivize businesses with under 10 employees to adopt retirement savings plans
Companies Cite Rising Costs of Living for Providing Financial Wellness Benefits
Instead of offering the benefits for retirement planning needs, more employers say their workers need the features due to high costs of living
Americans Expect AI to Increase Lifespan—And Healthcare Costs
Managing healthcare costs in retirement will be more critical than ever, says Nationwide