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.
Caregiving and Unexpected Costs Add to Financial Struggles for Pre-Retirees
Rising inflation, caregiving priorities, and unexpected financial hits have led some to feel less financially prepared for retirement, finds SOA
Retirement Industry Trends to Look Out for in 2025
The IRIC expects to see in-plan retirement income to make a big impact in 2025
Employees Reflect on Financial Wellbeing this Holiday Season
Older workers share key financial lessons like saving for retirement earlier, maximizing employer matches, and building an emergency savings fund
Pontera and IAA Collab on Wealth Management Services
IAA's 140 partner firms will be able to view, analyze and manage clients' 401(k)s and other workplace plan accounts
Crypto Usage Represents Less than 1% of DC Plan Investments
The GAO report also lists recommendations for the DOL to improve federal monitoring of crypto in 401(k) plans
Corporate Roundup: Morningstar Names CFO, Ellevest CEO Steps Down
The latest news from Morningstar, Ellevest, IRALOGIX, and more
Gen X Expects Needing $1M to Retire Comfortably
Yet the reality is that most expect to save around $600,000, finds Schroders
Morningstar Lowers Retirement Withdrawal Rate to 3.7%
Morningstar credits higher equity valuations and lower fixed income yields for the decrease in its new State of Retirement Income report
Retired Women Cite Costs as Top Retirement Surprise
Despite the shock, 51% of retired women describe their financial health as “good” or “very good"
LPL Reaches Settlement with Fired CEO
Dan Arnold will receive nearly 15% of what he would have earned through severance if he had been fired "for good reason"