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.
Over Half of Investors Plan to Work in Retirement
Research from the Nationwide Retirement Institute finds investors believe they will need to work during retirement to reach necessary income
Tax Credits Under SECURE 2.0 Expand Small Business Coverage
The new and revised tax credits under SECURE 2.0 eases the path in offering a 401(k) plan for small business employers
Plans Using Custom TDFs Grew Year-Over-Year
New data from DCIIA's Retirement Research Center analyzed the growth of custom TDFs through year-end 2021
ERIC Issues Comments Supporting DOL Proposal on VFCP
The ERISA Industry Committee submitted comments backing the DOL's proposed changes on VFCP, along with recommendations for further improvements
Corporate Roundup: New USRBP CEO, DCIIA Moves, and More
USRBP promotes president, DCIIA announces its new RRC executive director, Ubiquity partners with DriveWealth, and more.
Nearly 20% of Advisors Prefer to Retire than be Labeled as Employees Under Proposed DOL Rule
Findings from FSI argue against the DOL's independent contractor proposed rule
Americans Score Low on Longevity Literacy
New research from TIAA and the GW School of Business found U.S. adults fell short on basic longevity literacy
Employers Yawn at SECURE 2.0 Provisions
New data from Alight found interest in SECURE 2.0 provisions remains fairly low for plan sponsors
Pentegra Celebrates 80th Anniversary
The anniversary comes as Pentegra announced its current president and CEO will retire mid-year
Inflation, Market Uncertainty Could Trigger a 2023 Recession
MFS explores some of the top retirement outlooks for 2023, including a potential recession, ESG in retirement plans and a focus on TDFs