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.
Vanguard Expands Fixed Income Model Portfolio Lineup
The additions come as Vanguard introduced its first two fixed income models in May 2025
SWAY | LIVE 2025 Heads to Milwaukee
The event aims to connect 401(k) industry professionals with personal branding and marketing strategies
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