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.
Vanguard Releases New Index Equity ETFs
Both ETFs are the lowest cost in Vanguard’s category
Retirement Advisor Council Elects New, Emerging Advisors
Plus, news from NIRS, The Retirement Advantage, ShareBuilder 401k, Hightower, and more
DOL Sees Proxy Advisors as ERISA Fiduciaries in New Guidance
The guidance comes several months after President Donald Trump signed an executive order that would halt what he described as an “outsized influence” of proxy advisors
Aronowitz Comments on Alternative Assets, ESOPs, in Latest Hearing
The assistant secretary for EBSA answered subcommittee questions on the agency’s latest concerns
Legislation Would Expand Employee Contributions to HSAs, Student Loan Debt
A new bill would codify an IRS ruling that initially allowed a single employer to offer a flexible benefits program
DOL Releases Field Bulletin With Changes
The FAB includes shifts to the agency’s enforcement actions and investigation timelines
John Hancock, MIT AgeLab Measure Longevity Preparedness in New Tool
Adults wanting to understand longevity preparedness will answer questions across eight areas including health, finance, and community
Traditional Portfolios Outperform Diversification in the Long-Term
60/40 model proves reliable even as diversification tactics saw higher gains last year, finds Morningstar
Advisors Foresee Alternatives to Outpace Public Investments
Seventy percent expect a larger number of clients to show interest in private markets over the next three years
Advisors List Reduced Fiduciary Risk, Administrative Burden for Growing PEP Interest
The findings identify a growing shift towards PEPs in the retirement plan industry