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.
The Jolliest Retirement Facts of 2024
Enjoy the holidays with these top merry stats on retirement planning and savings
Social Security Fairness Act Passes Senate
The bill would increase benefits for close to 3 million Social Security beneficiaries
Prudential Partners with Empathy on Bereavement Support
The partnership aims to provide support to employees grieving through loss
Corporate Roundup: Waverly Buys Planning Capital, The Standard Welcomes PEP Sales Director
The latest news from Waverly Advisors, The Standard, Lincoln Financial Group, and Commonwealth
Concurrent Hires Retirement Division Lead
David Montgomery was most recently the director of Retirement Investment Services at OneDigital
Top 10 Highlights from PSCA’s Newest Survey of 401(k) Plans
Participants and organizations contributed more to 401(k)s in 2023 than the year before, finds PSCA in their latest survey
IRS Extends Deadline for Certain RMDs
The decision was made after commenters expressed concerns on challenges in implementing the final regulations
Key Changes May Come in Latest Social Security Bill
The Social Security Fairness Act was initially passed by the Senate on Wednesday and is now waiting on a final vote
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