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 Participants Want ESG Investments: Natixis
Close to three quarters of survey respondents said they would engage with their workplace retirement plan if their employer offered investments in companies with good ESG practices
Corporate Roundup: OneAmerica Joins Retirement Advisor Council, Industry Hires
TIAA, Lincoln, and Nuveen all announce new hires, while OneAmerica joins the Retirement Advisor Council, and Lord Abbett expands its partnership with PCS Retirement
Self-Directed Investors Don’t Understand Digital Advice: J.D. Power
While Gen Z and Millennial investors report interest in robo-advice, just 22% of do-it-yourself investors say they understand the technology
Employers Can Lessen Workforce Stress and Strains: Mercer
While close to half of the global workforce reports feeling stressed, almost 70% believe their employer would support them when needed, finds Mercer
Merging Seven Plans Into One
The OneDigital team faced an ultimate task: create and design a cohesive retirement plan for 1,800 participants by January 1.
Americans Are Increasingly Worried Over Healthcare Costs
As more U.S. workers list healthcare costs as a top concern, Fidelity finds a higher number of workers with HDHPs are opening HSAs
Gig Workers Rely on Personal Savings to Fund Retirement
77% of the gig workers surveyed said they would fund retirement income with their personal savings
OneDigital Acquires Huntington 401(k) Advisory and Retirement Plan Servicing Business
The transaction brings $5.6 billion in retirement plan AUM and 1,300 employers to the OneDigital platform
2023 NAPA 401(k) Summit: What Do Plan Sponsors Really Want
CFOs and HR directors spoke on their workplace plans and what they need from plan advisors now
Corporate Roundup: TIAA and RCH Consortium, Upwise and Savi Collaboration
TIAA and RCH announces a new consortium to help underserved workers, Upwise and Savi partner on student loan debt education, and more