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.
Corporate Roundup: ERISA Turns 50, T. Rowe Price Launches Framework
In this week's corporate roundup, ERISA celebrates 50 years, while T. Rowe Price introduces latest framework in evaluating retirement income features, Ascensus names new RVP, and more
Generations to Experience Wealth Transfer Differently
Escalent's survey breaks down wealth transfer inheritors by generation and analyzes how each will discuss and use their future wealth
Employees Anticipate Voluntary and Healthcare Benefits
Over three-quarters of employees are more likely to work at a company who offers voluntary benefits like critical illness and disability insurance, finds Benefitfocus
Gen Xers Doubt Their Ability to Retire Securely
As a solution to their worries, nearly half of Gen Xers say they are willing to work past retirement, finds Natixis Investment Managers
Wealthy Americans Fall Short of Retirement Goals
While high earners say they'll need $3 million to retire, that number rises to $5.5 million if they want to pass down wealth, finds First Citizens Wealth
The Future of Mutual Funds Amidst CIT Growth
Cerulli Associates examines the role of mutual funds as CITs gain more prominence in the retirement market
Hybrid Annuity TDFs Ideal for Specific Investors
Vanguard makes the case for hybrid annuity TDFs in new research
Corporate Roundup: Nuveen Taps New CEO, Sharebuilder 401k Slashes Setup Fee
For our weekly corporate roundup series, Nuveen appoints a new CEO, Sequoia Financial Group hires a C-suite leader, and more
Widowed Women Face Greater Financial Drawbacks
The survey by Thrivent underscores the importance of creating a financial plan in advance to avoid severe financial distress
Gen X More Concerned About Retirement Than Other Generations
Gen Xers report growing concerns about retirement, as more compete with rising day-to-day costs and debt, finds Allianz Life