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.
Voya Debuts Fund Expansion Within Advisor Managed Accounts Program
Voya says it's offering its PrimaryPlus feature after hearing demand from advisors wanting to offer non-core funds to retirement plan participants
Small Businesses Still Avoid Offering Retirement Plans
This comes as 18% are unaware of SECURE 2.0's startup tax credit, finds Sharebuilder 401(k)
Plan Sponsors Lean on Fixed Income, Inflation Protection to Boost Retirement Readiness
DC plan sponsors are making changes to their benefits to set workers up for retirement success, a new study from MFS finds
Growing Number of Adults Urge Congress to Address Social Security Insolvency
97% of U.S. adults want their elected leaders to propose solutions that would boost Social Security
Caregivers Fear Costs Will Impact Ability to Retire
Half of adults who are caregivers worry that expenses will keep them from retiring, finds Nationwide Retirement Institute
Older Workers’ Retirement Security Threatened by Student Debt Hurdles
New report by the Schwartz Center for Economic Policy Analysis shows challenges older employees encounter in paying down student loan debt while saving for retirement
Ascensus Joins T. Rowe Price in 529 Partnership
Ascensus will provide recordkeeping and account servicing for over 675,000 account owners under T. Rowe Price's four 529 programs
Self-Directed 401(k)s Grow 5.8% in Q1 2024
Schwab's latest SDBA Indicators Report shows accounts grew to $328,239 in Q1 2024
‘Fiduciary-Grade’ Advisors More Likely to Secure Higher 401(k) Returns
Employee Fiduciary finds that advisors who incorporate "fiduciary-grade" investment advice are likelier to produce enhanced returns for clients
Nine Insurance Trade Groups Sue DOL Over Fiduciary Rule
The lawsuit is the second since the DOL announced its new rule in April