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.
Sen. Cassidy Introduces Legislation Supporting ESOPs
The two bills would incorporate two additional members to the ERISA Advisory Council and omit ESOP contributions to annual 401(k) limits
Americans Oblivious to 529 Plan Benefits
Over half of Americans are unaware of what a 529 plan is, Edwards Jones finds
Employers Prioritize Fees and Investment Structure in DC Plans
Others focused on fiduciary actions like reviewing their investment policy statement, Callan finds
Betterment Buys Direct Indexing Platform Rowboat Advisors
The move is set to expand upon capabilities for RIA firms and advisors
Investors Admit Anxiety Over Trade Wars Prior to Trump’s Tariff News
As a result, more are incorporating ETFs to protect investments against market volatility
2026 Social Security COLA Rises Modestly as Trump Signs Executive Order on Drug Prices
Forecasters expect tariffs to lead to higher inflation, which could mean COLA predictions will rise later this year
‘Boomerang’ Kids Could Influence Parent’s Retirement Plans
Thirty-eight percent of parents providing financial support to their adult children say it has impacted their retirement savings, according to Thrivent
Midland Advisory Partners with Dimensional on Annuities
The new annuity solution draws on the performance of underlying Dimensional ETFs
Allianz Life Debuts Enhanced Annuity Options
The Allianz Benefit Control+TM Annuity and Allianz 222+TM Annuity offer diversification and personalization features
Public Sector Employees Admit Needing Retirement Guidance
Public sector workers say they need help with overall retirement readiness and understanding sources of retirement income, among other points