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.
Corporate Roundup: Sageview Acquires RBG, HUB Launches HSA Tool
SageView Advisory Group adds a $5.2 billion dollar retirement plan consulting firm, HUB International introduces its HSA investment account product, and more
Incoming DOL Fiduciary Rule Slated for August
The DOL's Spring Regulatory Agenda includes a proposal that would amend the regulatory definition of a fiduciary
Forgotten 401(k) Accounts Hit $1.65 Trillion in Assets
The updated analysis from Capitalize finds forgotten accounts have grown by 20% in the last two years
Betterment at Work Launches 529 Savings Solution
The solution offers benefits including tax-advantaged savings and flexible contribution limits
CalPERS Set to Heavily Boost Venture Capital Investments
The large public pension fund is moving its allocation in venture capitalism from $800 million to $5 billion
Cannon Jumps into Digital Assets with New On-Demand Course
The virtual course targets financial professionals, and will include insights, basic comprehension, and fluent discussion on blockchain technology and digital assets
Workers Skeptical on Whether Employers Listen to their Benefit Needs
Only close to a quarter of employees say their benefits completely meet their needs, finds NFP's latest report
One Half of U.S. Households Face Retirement Risk
New findings from the National Retirement Risk Index surveyed U.S. households on their level of retirement risk and financial worries
Reintroduced Bill Provides Relief for Annuities in QDIAs
The bil would permit annuities to be the default 401(k) investment option for workers enrolled in an employer-sponsored 401(k) plan
Gen Xers Face Retirement Unreadiness
A new Prudential survey found Gen Xers are wholly unprepared for retirement - but they still have time to remedy it