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: Transamerica and Cetera Collaborate, Vanguard Launches ETF
Transamerica and Cetera partner on group retirement plan solution, Vanguard releases a new municipal bond index, and more
IRS Reminds Retirees of April 1 RMD Deadline
While RMDs are generally made by the end of the year, the April 1 deadline only applies to retirees receiving their first RMD
CAPTRUST Acquires $5.8B RIA Firm
The deal marks the first acquisition for CAPTRUST in 2023 and the 64th since 2006
Nikki Haley Proposes Changing Retirement Age
The former South Carolina governor called for changes in retirement age and Medicare Advantage plans, but did not provide specifics
Over Half of DC Investors Lack Longevity Literacy: Nuveen
Nuveen research fields responses from DC participants on longevity literacy and ESG investments
CAMRADATA Highlights IWD with New Podcast
International Women’s Day podcast explores diversity and women’s progress in the asset management industry with leading voices.
TDFs Remain Trendy Across DC Plans
Almost all plan sponsors offer the investment and close to half of total plan assets are invested in TDFs, finds NEPC research
Candidly Raises $20.5 Million in Funding
The student debt platform helps its users pay down student debt while optimizing retirement and emergency savings
Six in Ten Women Anticipate a Financial Crisis in 2023
Nationwide research finds close to half of women have a strategy in place to protect their financial assets from a recession
5 Key Themes in J.P. Morgan Asset Management’s 2023 Guide to Retirement
New research released today explores top trends in the defined contribution space, including SECURE 2.0 and market uncertainty