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.
Equitable Broadens Lineup of Registered Index-Linked Annuities
The expanded suite also includes death benefit options for clients wanting to leave a legacy to loved ones
Lincoln Financial, Partners Group Debut Private Market Fund
The strategy will invest across multiple sectors, including pharmaceuticals, music, media and entertainment, and energy transition
Empower Welcomes CMO, Advisor CRM Launches AI Email Assistant
The latest news from Empower, Advisor CRM, Vestwell, Ed Slott and Company, and more
Confidence Doesn’t Stop Employees from Making Reactive Investment Decisions
Nationwide reports that employees continue to invest reactively in volatile markets despite reporting higher levels of financial confidence
The Top Retirement Savings Lessons from Gen Xers
Gen Xers are looking back at the financial choices they made and are urging younger workers to avoid repeating their mistakes in new CFP Board research
Participants Report Using Equity Compensation as Retirement Benefit
On average, company stock makes up nearly one-third of participants' investment portfolios, reports Schwab
Family Support Outweighs Retirement Planning for Caregivers
With more Americans providing support to loved ones, Alliance for Lifetime Income looks at options for advisors to help with financial planning
Government Workers Likelier to Incorporate AI in Retirement Strategies
Research from MissionSquare reports an increase in AI usage among state and local government employees
Human Interest Unveils Automated 401(k) Audit Solution
“Audit Relief” aims to combine data collection for plan auditors
Social Security Claiming Reform Moves Past House Committee
A bill that would modernize terminology associated with claiming Social Security benefits passed a House panel last week