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.
Largest Asset Owners Hit Trillion-Dollar Record
A new WTW study finds total assets among the largest organizations have grown by 9%
NQDC Proves Impactful for Employers and Employees Alike
A recent Principal study analyzes the value in offering non-qualified deferred compensation plans to attract and retain employees
Morningstar Study Analyzes Top Retirement Systems Around the Globe
The recent paper dives into the complexities, nuances, and parallels of eight countries with top-rated retirement planning systems
Here’s How Much Waiting Until 70 Boosts Social Security Income
A NBER study finds postponing Social Security benefits can substantially increase retirement income, yet only 10.2% delay
ESG Rule Reactions Rolling In
In the wake of Tuesday’s final rule, more organizations are applauding the DOL for keeping a “neutral” stance between ESG and non-ESG investments
Biden Administration Extends Pause on Student Loans Payments Until June
The pause comes as Biden’s student loan debt relief program has faced a roadblock of legal challenges
Can’t Maximize Retirement Contributions? Strategies to Add Without Doing the Most
While not everyone can afford to maximize their 401k or 403b contribution limits, advisors and employers can help individuals make the most out of their offerings
Early Reactions Show Praise for DOL ESG Rule
The insights and comments come as the Department of Labor announced its final rule on corporate sustainability and social factors
Protecting Retirement Portfolios in a Bear Market
Inflation worries have reached retirement portfolios, but there are ways to mitigate risk
Participants Admit Auto-Enrollment Kickstarts the Retirement Savings Journey
Principal research finds more than 8 in 10 say automatic features helped them start saving sooner