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.
Caregivers Worried LTC May Impact Retirement Confidence
As a result of their caregiving experience, nearly 90% say they have been influenced to plan ahead for their own long-term care needs
Inflation Fears Continue as U.S. Ranks 20th in Retirement Security
The slip is a two-point drop from 2022, finds Natixis in its just-released Global Retirement Index
401(k) Loan Activity Among Younger Workers Rises with Age
The study by EBRI and ICI found that 29% of younger 401(k) participants had an outstanding loan at some point in the five years analyzed, compared with 18% at year-end 2016
Wealthy Americans Look for Help with Financial Planning
Northwestern Mutual found 47% of high-net-worth individuals say their financial planning still needs improvement
Cetera to Purchase Avantax for $1.2B
As a part of the acquisition, Fidelity will serve as a custodial partner for Cetera
Corporate Roundup: PASI Joins USRBP, Mercer Appoints CIO
U.S. Retirement & Benefits Partners announced its acquisition of Pension Administrative Services, Mercer appointed its latest chief investment officer, and more
Qualified Plan Advisors Runs 401(k) for National 401(k) Day
The five-person team began the 250-mile run on Sunday and is expected to complete it on Friday
Employers Anticipate Higher Health Benefit Costs for 2024
Early findings from a Mercer survey show that plan sponsors expect total health benefit costs to rise 5.4% in 2024
Human Interest Streamlines Retirement Planning Process with Fast Track 401(k)
The provider is offering its Fast Track 401(k) platform to SMBs who may be too intimidated to offer a retirement plan
DC Employers Increasingly Offer Retirement Income Solutions
More DC plan sponsors are evolving from an exploratory to a decision-oriented position when it comes to incorporating retirement income solutions, finds T. Rowe Price