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.
Voya Establishes Advisory Services Solution for Retirement Plan Participants
The solution provides broader access to advice services for participants in Voya-administered retirement plans
2023 NAPA 401(k) Summit: SECURE 2.0 Creates Small Market Opportunities
Experts discussed how plan advisors can take advantage of SECURE 2.0 provisions for the small plan market
One in Five Americans Will Achieve $1.1 Million for Retirement Savings
A Schroders retirement survey reveals that despite more working Americans wanting to reach that million-dollar benchmark, few believe they actually will
2023 NAPA 401(k) Summit: Growing a Diverse and Inclusive Network in the Retirement Industry
Panelists discussed how advisors can be more inclusive in their practices to ultimately establish a “belonging” environment
2023 NAPA 401(k) Summit: Advising the Generations in the New Age of Uncertainty
Author and consultant Cam Marston spoke on how advisors can better market themselves to distinct working generations
2023 NAPA 401(k) Summit: ‘Ready’ Eddies: Are You Ready for the Next Big Thing?
Kicking off the annual NAPA 401(k) Summit, the session touched on the most common themes in the retirement space
Corporate Roundup: Andy Sieg Heads to Citi, Ascensus and Voya Partnership
This week’s roundup includes big moves for Citigroup and Merrill Lynch, a new collaboration between FuturePlan by Ascensus and Voya, and more
NAPA 401(k) Summit Takes Over San Diego
401(k) Specialist is heading to Southern California this weekend for NAPA's annual summit
Texas Judge Rejects Biden Request to Transfer ESG Suit
The DOL had previously argued that none of the plaintiffs resided in district where the lawsuit was filed
Working with an Advisor Boosts Confidence for Women
Women who seek advice from a professional are also likelier to complete retirement planning activities