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.
IRS Issues Reminder on RMD Deadlines
RMDs apply to original account holders and their beneficiaries with IRAs, employer-sponsored retirement plans, and Roth IRAs
Vanguard Launches Advice and Wealth Management Division
Industry veteran and member of Vanguard's senior leadership team Joanna Rotenberg will helm the new division
Transamerica Releases 401(k) PEP Solution
The solution will include professional services from DWC - The 401(k) Experts, Transamerica and Leavitt Retirement Partners
Corporate Roundup: Prudential Appoints CEO, Vanguard Senior Leader to Retire
The latest news from Prudential, Vanguard, and Nationwide
Trump Nominates Fiserv CEO Frank Bisignano to Head Social Security
Bisignano has previously worked for JPMorgan Chase, Morgan Stanley, Citigroup and Shearson Lehman Brothers
How Advisors Can Prepare for the $124T Wealth Transfer
Expected through 2048, the Great Wealth Transfer presents opportunities for advisors to build on their practice
Trump Nominates Crypto Backer Paul Atkins to Lead SEC
Atkins has a track record of crypto-friendly moves, including serving as co-chairman of crypto advocacy group Digital Chamber's Token Alliance
Employees Face Financial Anxiety in the Workplace
Gen Zers reported having the highest level of financial anxiety at work, reports Betterment at Work
Gen X Planning to Retire Later Due to Caregiving and Inflation
Almost half (44%) expect to retire at age 66 or older, according to a new report by Nationwide
Following the Pandemic, Retirees Continue to Face Retirement Insecurity
Retirees are still recovering their savings from the COVID-19 pandemic in 2020, finds TCRS