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.
Paul Atkins Sworn in as SEC Chair
Atkins' new position as SEC chair is said to ease regulation on digital assets
Despite Concerns, Participants Seek Lifetime Income Options
This is especially true for participants with less than $200,000 in investable assets, finds Allianz Life
Participants Establish Need for Personalized Target-Date Solutions
A study shows that a small percentage of participants are investing in different target years, highlighting a possible opening for personalized target-date solutions
Mercer Introduces Account Bridge with Pontera
The program allows advisors to manage clients’ held-away investment accounts without added fees
Candidly, Fiducius Partner to Offer Student Debt Repayment Benefits
Candidly will add its student loan refinancing marketplace to the Fiducius platform
Corporate Roundup: Schwab Invests in Wealth.com, Blue Ridge Associates Buys QRPS
The latest news from Schwab, Blue Ridge Associates, PlanPort, StrongPoint Advisors, and more
Younger Investors Favor TDFs, But Knowledge Gaps Persist
Among investors who used multiple investment types, 63% allocated towards TDFs, balanced funds, or both, finds a collaborative report by EBRI and NAGDCA
Supreme Court Supports Cornell Participants in ERISA Suit
The decision allows Cornell University employees another chance in challenging the institution's retirement plan
Former Employees Can Lose Thousands to Hidden 401(k) Fees
Former employees can be charged up a $4.55 monthly maintenance fee on 401(k) accounts
401(k) Loan Size Ticks Up for 2024
Loan size grew among all age cohorts, and even among those nearing retirement, finds T. Rowe Price