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.
Envestnet Introduces New Technology for RIAs
Among the new launches include features in Envestnet's Retirement Marketplace, Trading and Reporting, and Client Portal systems
Lincoln Financial Launches Parental Leave Benefit
The service educates employees on leave benefits and allows workers to map out their own leave plan, among other features
Corporate Roundup: Pontera, 401GO Partnership, Vestwell and Commonwealth Expand Collaboration
The latest news from Pontera, 401GO, Vestwell, Commonwealth, and more
U.S. Retirement Assets Hit $40T
DC plan assets increased 1.9% from March, finds the Investment Company Institute
Advisors Prioritize Fostering Unified Client Relationships
A higher number of financial planners are focusing on a client-centered approach that includes understanding their values and beliefs
Americans Concerned About Election’s Effect on Retirement
Respondents to the Wealth Enhancement survey also worry about the impact the election could have on Social Security or Medicare
Employees Favor Health Benefits, Increased 401(k) Match Over Higher Salaries
Others would prefer slightly lower salaries for better mental health benefits, voluntary benefit offerings, and PTO, finds Voya
Retirement Income and Personalization Among Key 2024 DC Trends
The latest DC study by T. Rowe Price highlights the increasing value of retirement income, personalization, and other top trends
FinFit Partners with Sunny Day Fund on Emergency Savings
FinFit clients will be able to add Sunny Day Fund emergency accounts to FinFit's existing financial wellness platform
Gen Z Names Savings, Not Debt Management, as Top Financial Goal
Yet, HR leaders and managers say reducing debt is the youngest working demographic's main goal