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.
SECURE 2.0 Could Potentially Pass After the Holiday Season
As legislators run out of time to pass the retirement reform bill, Principal’s Lance Schoening reviews all the dates left for SECURE 2.0 to pass
Forget Retirement – Americans are Choosing these Financial Resolutions in 2023
In light of inflation and market uncertainty, new Fidelity research finds more Americans are creating conservative financial resolutions for next year
Institutional Investors Predict ‘Inevitable’ Recession for 2023
A Natixis Investment Managers survey found a heavy majority of institutions are bracing themselves for a recession in the new year
More Women Report Losing Half of Income During Retirement
Only 20% of women surveyed in a Goldman Sachs Asset Management study reported reaching 70% of their pre-retirement income
Neighborly Selects Human Interest as 401(k) Plan Vendor
The 401k provider will be available to over 4,400 Neighborly franchises
Employers Prioritize 401(k) Design for Recruitment and Retention
New research from Morgan Stanley uncovers what benefits and features employers are highlighting for their 401k plans
Why Investors are ‘Terrified’ About Retirement Savings
Studies find Americans are increasingly worried about their retirement readiness and account savings due to potential recession concerns
Talking Crypto with Clients: CFP Board Issues Guidance
The Certified Financial Planner Board of Standards released a new notice on cryptocurrency-related discussions for CFPs
ESG Adoption Remains Low Despite High Interest
Callan data found institutional investors are incorporating ESG at slower rates
Supreme Court to Weigh in on Biden’s Student Loan Relief
Oral arguments will begin in February, with a decision to be made by late June, the U.S. Supreme Court said