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.
Empower Hits $2.5B in ISA Sales, Strongpoint Partners with UBP
The latest news from Empower, Strongpoint Partners, Savvy Advisors, and Nationwide
Gen Zers Taking Steps to Strengthen Financial Health
Half have added money to their savings and a quarter have paid down debt, Bank of America finds
Over a Quarter of Americans Would Allow AI to Plan Retirement
Another 15% would also allow the technology to rebalance their 401(k)s, finds Advance America
Senate HELP Committee Advances ESOP Legislation
The legislative package includes regulation that would support and strengthen ESOPs in U.S. workplaces
Healthcare Costs in Retirement Continue Upward Trajectory in 2025
Fidelity research shows healthcare cost projections in retirement have more than doubled since initial estimate
Pre-Retirees Report Financially Helping Adult Children While Caring for Parents
Nearly half of respondents also say they weren’t financially prepared to provide support to loved ones
Personalized Solutions Could Meet Needs of Aging Investors
A new study analyzing T. Rowe Price data argues how personalized strategies could impact the portfolios of older investors
IRA Rollover Assets to Surpass $1T by 2030
Increases can be attributed to changing factors in the U.S. workforce, job turnover, retirement, and more, notes LIMRA
DOL Requests Public Input on Backing PEPs for Small Employers
EBSA is asking industry experts on how it could help small employers offer pooled employer plans as a retirement benefit
Former Ameriprise Advisors Launch New RIA
The firm will offer personalized financial planning and investment management services