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.
BrightPlan Releases Data-Driven Financial Wellness Platform
The app guides employers throughout different areas of financial wellness, from DEI strategies to retirement support
‘Boomerang Children’ Rarely Influence Parental Retirement
The NBER released a paper studying the effect that adult children have when returning home, finding little research on any lasting impact
BNY Mellon Switches to Annual Matching Contributions for 2023
The NY-based asset manager said it will be changing its 401(k) matching contributions to a one-time annual match
Ubiquity Announces Record-Breaking Growth in 2022
Ubiquity Retirement + Savings says it exceeded numbers in its financial advisor, plan sponsor, and TPA relationships last year.
Broadridge Expands AIF Training to Underrepresented Groups
Along with Broadridge Financial, Envestnet and diversity-tech platform Choir will partner to offer training for 100 financial professionals
Target-Date Contributions Grew Steadily in 2022
Recent analysis from Morningstar finds target-date mutual funds grew 35% since 2021
70% of Advisors Find Inflation is No Match for Small Plan Retirement
New research from Vestwell finds a majority of advisors surveyed said inflation has not impacted retirement for small business plans
Coalition of 25 States Sue Biden Administration on ESG Final Rule
25 states are listed in a lawsuit challenging the DOL final rule that allows fiduciaries to consider ESG factors in 401(k) investments
Corporate Roundup: MFS and LAM Moves, Ameritas Sales Growth, and More
MFS and Lazard Asset Management announce new hires, while Ameritas reports a large sales growth and Strongpoint Partners reveals their latest partnership
HSA Balances Have Grown Since 2020
The average end-of-year HSA balance for 2021 was higher than the beginning of the year, at $3,902 compared to $2,645, finds EBRI