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.
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
Corporate Roundup: Pontera Names Chief Legal Officer, OneDigital, Wealth.com Partner on Estate Planning Services
The latest news from Pontera, OneDigital, SageView, and Edelman Financial Engines
DOL Halts Reinforcement on Independent Contractor Rule
The stop comes as the department considers rescinding the rule following legal challenges
Social Security Bill Proposes Changes in Terminology
Reintroduced legislation accompanies another bill requiring the SSA to mail statements detailing amount individuals have paid towards Social Security and Medicare
SoFi and Capitalize Extend Partnership to Offer 401(k) Consolidation
The Capitalize Embedded Rollover API solution is currently available to all SoFi members
DC Plan Sponsors Report Small Engagement with Retirement Income
Despite the low engagement, DCIIA forecasts "incremental" growth with retirement income solutions in DC plans
Employees Call For Greater Access to HSAs
Thirty-six percent of employers provide an HSA to employees, reports HSA Bank's latest Health & Wealth Index
Millennials Optimistic On Retirement Longevity
Millennials were the likeliest out of all age cohorts to say they'll live the longest in retirement, finds TIAA study
Vanguard Rolls Out Generative AI Technology on Client Summaries
The capability comes as more advisors look for solutions to reduce administrative burdens
ICI Launches Company Fact Book
The firm’s latest Fact Book also includes a new data visualization tool