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.
Only One TSP Fund Saw Negative Returns in June
The fixed income F fund was the only fund to finish June in red, down 0.36% for the month
Do Equity Investments Make Sense in Social Security?
A new report by the Center for Retirement Research at Boston College questions whether equity investments can be a tangible solution for fixing Social Security insolvency
Leading Organizations Request Roth Catch-Up Contribution Delay
Written by the American Benefits Council and signed by major firms, the letter asks Congress to delay Roth catch-up contributions by two years
64% of Americans Believe a Recession is Around the Corner
A quarterly market report from Allianz Life gauges consumer behavior on a possible recession, market volatility, and interest rates
Corporate Roundup: Pensionmark Names CIO; DCALTA Appoints Board of Directors
Pensionmark announces a new CIO, while DCALTA selects three new members to its board of directors, and more
‘Bobby Bonilla Day’ Rings in July
The unofficial July 1 holiday marks one of the sport's greatest retirement plans
House Republicans Target ‘E’ in ESG
A working group created by House Republicans published a report outlining its goals against ESG policies
59% of Advisors Do Not Rollover Clients’ 401(k)s to IRAs
Pontera finding cited better 401(k) plan benefits as a reason for not rolling the account to an IRA
Over 80% of Gen Zers and Millennials Seek Financial Advice
intelliflo findings show younger generations want better financial advice, but have not sought out guidance
Expect a Mild Global Recession in 2024
Nuveen's 2023 Midyear Outlook points to rising rates among central banks, along with global factors, for a recession next year