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.
IRS Extends Tax Filing Deadline for Hawaii Wildfire Victims
Those impacted by the wildfires in Maui could also qualify for hardship withdrawal tax relief, said the IRS
Americans In the Dark with Longevity Literacy
The joint study by TIAA and GFLEC connects stronger longevity literacy scores with retirement readiness
Financial Advisor Sues Wells Fargo for Ageism and Workplace Discrimination
A Wells Fargo advisor says the firm discriminated against him by moving him to a “less desirable” branch and steering away his clients to a younger professional
Corporate Roundup: Industry Collabs, Innovest and Cetera Expansions
Morningstar Retirement group and ADP team up on personalized advice, OneAmerica and Ensight collaborate on long-term care solutions, and more
SIFMA Challenges Missouri Rules on Socially Conscious Investments
Under Missouri rules, financial professionals must obtain client signatures on state-scripted documents before providing advice on “social objectives or nonfinancial objectives"
Colorado and Maine Team Up for Automatic Retirement Savings
Vestwell will also serve as the program administrator for the new partnership
New York Life Data Stolen in MOVEit Breach
The third-party data breach may have exposed clients' Social Security numbers, New York Life states
Plan Sponsors Look to Strengthen Nonqualified Retirement Plans
Respondents in the WTW survey cited recruitment and retention as the top reason for the enhancements
Workers More Confident in Physical and Mental Health Compared to Finances
A new study by Northwestern Mutual finds American workers report the lowest confidence level in their finances
Now Is the Time for Emergency Savings
SecureSave's Suze Orman and Devin Miller explain why employers are best equipped to incorporate emergency savings into their benefits package now