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.
Pontera Brings 401(k) Management Support to Lion Street
Lion Street’s wealth managers will be able to analyze held-away account fund lineups, review performance and fees, and rebalance accounts with Pontera’s support
Latest Bill Pushes for Increased Social Security Earnings Limit
The Senior Independence Act would raise the annual earnings limitation to $30,000 for 2023
EBRI Brings in Barb Marder as President and CEO
Prior to her new role, Marder worked extensively with Mercer as senior partner and wealth business global product solutions leader
Women’s Retirement Savings Suffer Due to Wage Gap
There are a number of routes employers can take to increase retirement savings and financial wellness among women employees, finds a new report by Guideline
House GOP Fails to Override Biden ESG Veto
The Republican-led House failed to meet a two-thirds majority vote that would override President Biden's first veto
Corporate Roundup: Pentegra and Ascensus Hires, Morningstar Awards
Nationwide and Fidelity announce their latest collaboration, Pentegra and FuturePlan by Ascensus name new hires, and more
Retirement Plan Coverage to See Massive Growth by 2026
The increase will especially be prevalent among small businesses, predicts a new report by Transamerica
DC Withdrawal Activity Remained Low in 2022: ICI
Research from the Investment Company Institute finds withdrawal and contribution activity remained low in absolute terms throughout last year
Health Care and Living Costs Among Top Concerns for Retirement Savers: Smart
Smart findings show over half of respondents are worried about health care spending and day-to-day living costs in retirement
DOL Reopens Comment Period for QPAM Exemption
The DOL says "at least one interested party" may have additional information to provide to the Department