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.
HSA Assets on the Rise For Midyear 2023
HSA assets increased 17% by the first half of 2023 while accounts grew 6%, finds a Devenir report
U.S. Retirement Assets Hit $37.8T
The Congressional Research Service found that total real retirement assets grew by 13.3% from 2013 to 2022
Participants Wing Retirement Saving Goals
Data from Escalent found 40% of participants admit to calculating their retirement savings off the top of their head
Corporate Roundup: NFP Acquires Divergent, T. Rowe Price Names CTO
NFP acquired Utah-based Divergent Wealth Advisors, T. Rowe Price welcomes new CTO, and more
SEC Amends ‘Names Rule’ to Fight Greenwashing
The SEC voted to amend a rule that would mandate investment names with sustainable themes to invest at least 80% of its asset into funds
Higher Rates of Retirees Receptive in Heading Back to Work
The reasons for going back to the workforce aren't all financial, finds new research from Empower
Fidelity, Empower, TIAA, Top Performers in Digital Capabilities
Fidelity won as top recordkeeper for both desktop and mobile digital experiences in a Corporate Insight benchmarking ranking
Diverse Investors Lean on Financial Advice
Despite the increased use in financial advice among Black and Hispanic investors, Allianz Life notes advisors can do more to help diverse workers
Jamie Hopkins to Head Private Wealth Team at Bryn Mawr Trust
Hopkins will move into his new role beginning October
Competing ‘Financial Vortex’ Challenges Retirement Savings
Newly-released Goldman Sachs report highlights how a "financial vortex" of competing priorities threatens American workers' retirement savings