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.
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
Employee Fiduciary Looks to DOL for 401(k) Fee Transparency
In a public letter, Employee Fiduciary requested for improvements to annual fee disclosures that those in participant-directed 401(k) plans receive
Middle-Class Americans Likeliest to Adopt Annuities
Research from the Committee of Annuity Insurers finds middle-class Americans have consistently used annuities over the past three decades to accumulate retirement savings
Corporate Roundup: eMoney Adds Latest Features, The Standard Hires
eMoney Advisor announces enhancements to its plan summary report, The Standard brings in new directors to its retirement plan sales team, and more