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.
Broadridge 360: The Latest Fiduciary Rule, a Convergence, and Refined Client Experiences
The first day of the Broadridge 360 Advisor Summit covered the latest trends surrounding the retirement planning industry
Do Participants Really Need to Plan a 30-Year Retirement?
Research by HealthView Services says using actuarial longevity data in a financial plan can increase retirement success
Corporate Roundup: Principal Acquires Ascensus’ ESOP Business, Empower Names CCO
Principal announced it is acquiring Ascensus' ESOP business, Empower appoints a new chief compliance officer, and more
DOL Opens Abandoned Plan Program to Retirees of Bankrupt Companies
The changes would make it easier for Chapter 7 bankruptcy retirees to terminate, wind up and distribute retirement benefits
Vanguard Names New CEO
Vanguard announced it is appointing BlackRock veteran Salim Ramji as its next CEO
AllianceBernstein Expands Retirement Income Suite
AB says its expanded solutions adapt to the needs and preferences of DC plans
Three-Quarters of Americans Favor State-Run Retirement Plans
Most working Americans say they would participate in a state-facilitated retirement program if offered, NIRS' latest brief finds
2025 Social Security COLA Forecast Ticks Up
Retired policy analyst Mary Johnson forecasts a 2025 Social Security update of 3.2%, while The Senior Citizens League estimates 2.66%
Investors Report Concerns Over Hitting ‘Magic Number’ for Retirement
Almost half of respondents say they will need between $1 to $2 million to retire
Securing Medicare’s Financial Future
The program, initially made to offer coverage for seniors, risks insolvency in 2036 and multiple benefits cuts. But lawmakers and organizations believe there are paths to save the program