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.
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
Northern Trust Asset Management Taps 16 Firms to Minority Brokerage Program
The additions to the Minority Brokerage Program are an increase from 11 firms in 2019
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