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.
Bill Aims to Reconnect Workers with Lost Retirement Accounts
The “Unclaimed Retirement Rescue Act” would allow states to run unclaimed property programs for retirement assets
Employee Fiduciary Urges DOL to Nix PEP Safe Harbor
Rather, the firm recommends the agency incorporate a single-employer 401(k) safe harbor for small businesses
IRS, Treasury Dept. Release Final Regulation for Roth Catch-Up Contributions
The final rule considers comments received in response to proposed regulations issued by the IRS and the Treasury Department in January
The Standard Teams with BenefitEd on Student Loan Repayment Program
Clients of The Standard can access employer-assisted features at a discounted rate
AllianceBernstein Upgrades Multi-Manager Retirement Series
The org’s CIT-packaged target date solution blends active and passive strategies
Lincoln Taps Retirement Plan Services President; Voya Named Workday Wellness Partner
The latest news from Lincoln Financial, Voya, Franklin Templeton, Prime Capital, Creative Planning, and more
Gen X Falling Behind on Retirement Planning
Over half of Gen Xers say they won't be financially ready to retire even as the expect needing $1.57M in retirement, reports Northwestern Mutual
Social Security COLA Projection Holds at 2.7%
Another policy expert puts the COLA projection in Oct. at 2.8%
Nearly Half of Gen Zers Withdraw from Retirement
Respondents plan to continue withdrawing from their accounts in the next 12 months, reports Payroll Integrations
RIA Tech Provider SigFig Rebrands
The rebrand of SigFig comes as the firm launches a new AI ecosystem for advisors