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.
Plan Sponsors Share Most Successful Retirement Savings Strategies
Among the most rewarding strategies included providing access to advice, visual aids, and automatic enrollment, found TIAA
Nearly Half of Investors Are Now Cautious of Their Investments
Despite reporting a more careful approach to investing, investors said their number one worry was not investing enough, found SoFi research
Just 20% of Adults Receive Financial Education in High School
A survey by Edward Jones and Morning Consult find that most adults learn about financial education after high school, while 18% never receive education at all
‘Late’ Boomers Faced the Most Impact During the Great Recession
The CRR at Boston College explains how the Great Recession, among other factors, continues to affect Baby Boomers' retirement savings today
‘Peak 65’ Women Show Interest in Annuities, Despite Unfamiliarity
New study by Alliance for Lifetime Income and CANNEX explores how future retirees are using protected income to afford retirement
Ameritas 401(k) Faces ERISA Suit
Three former employees allege Ameritas failed to review the plan's investment portfolio to ensure proper performance and cost
More Americans Plan to Rely on Artificial Intelligence
A Nationwide Retirement Institute survey found a higher number of aging Americans are open to utilizing AI tools for everyday needs
Corporate Roundup: ShareBuilder Offers 401k Safe Harbor, TIAA RetirePlus Passes Milestone
ShareBuilder reveals new 401(k) product, TIAA exceeds 250,000 participants on its RetirePlus product, and more
Vestwell Acquires Student Loan Benefits Provider
The deal will add new products to the Vestwell platform, including programs that manage and allocate funds to student debt, contribute to education savings accounts, and refinance student loans
GAO Asks DOL to Focus on 403(b) Plans
The report looks at improvements that Department of Labor could make in supporting ERISA and non-ERISA 403(b) plans