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.
Prudential, Charles Schwab, TD Ameritrade Named in Latest MOVEit Suits
The financial institutions are among those being sued regarding May's MOVEit data breach
Longevity Planning Across Generations
A new study from Transamerica and MIT AgeLab compares how different age groups are planning their longevity, and how financial professionals can help
Here’s How Multiple Industries Save for Retirement
A Guideline report analyzes numerous industries to see how they differ in retirement planning access and participation
More Pre-Retirees Considering Retirement Delays
Financial concerns included longevity risk, inflation, and a desire for a financial safety net, according to F&G Annuities & Life
Creative Planning Buys CTB Financial
The acquisition will help Creative Planning to provide tax-efficient investment strategies to its clients
One-Third of Older Americans Fear Social Security Insolvency
Among calls for Social Security reforms, Nationwide finds more Americans are reporting fears of possible depletion
IRS Extends Tax Filing Deadline for Hawaii Wildfire Victims
Those impacted by the wildfires in Maui could also qualify for hardship withdrawal tax relief, said the IRS
Americans In the Dark with Longevity Literacy
The joint study by TIAA and GFLEC connects stronger longevity literacy scores with retirement readiness
Financial Advisor Sues Wells Fargo for Ageism and Workplace Discrimination
A Wells Fargo advisor says the firm discriminated against him by moving him to a “less desirable” branch and steering away his clients to a younger professional
Corporate Roundup: Industry Collabs, Innovest and Cetera Expansions
Morningstar Retirement group and ADP team up on personalized advice, OneAmerica and Ensight collaborate on long-term care solutions, and more