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.
Smart Expands Fiduciary Services to Advisors, Recordkeepers, TPAs
The services are intended to mitigate fiduciary risk among employers who lack the understanding, time, or expertise to carry out their fiduciary duties
Goldman Sachs Sells Wealth Advisory Unit to Creative Planning
Goldman Sachs' executives say the sale will help the firm carry out its ultra-high net-worth wealth management and workplace growth strategy
Offering NQDC Plans to Retain Top Talent
Latest research from NFP finds that 54% of plan sponsors offer the benefit to help participants prepare for retirement
Corporate Roundup: New Hires at Vestwell, Northern Trust, Wealthspire
Vestwell names a chief strategy officer, Northern Trust appoints a global FX leader, and Wealthspire Advisors hires a new advisor and announces their latest office
Prudential, Charles Schwab, TD Ameritrade Named in Latest MOVEit Suits
The financial institutions are among those being sued regarding May's MOVEit data breach
Longevity Planning Across Generations
A new study from Transamerica and MIT AgeLab compares how different age groups are planning their longevity, and how financial professionals can help
Here’s How Multiple Industries Save for Retirement
A Guideline report analyzes numerous industries to see how they differ in retirement planning access and participation
More Pre-Retirees Considering Retirement Delays
Financial concerns included longevity risk, inflation, and a desire for a financial safety net, according to F&G Annuities & Life
Creative Planning Buys CTB Financial
The acquisition will help Creative Planning to provide tax-efficient investment strategies to its clients
One-Third of Older Americans Fear Social Security Insolvency
Among calls for Social Security reforms, Nationwide finds more Americans are reporting fears of possible depletion