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.
TriNet Launches AI Suite for SMBs Wanting HR Support
The suite will include a personal health assistant and dashboard to the HR platform
VestGen Broadens Reach to Retirement Plans; Stax.ai, Finch Partner on Payroll-Linked Census for TPAs
Plus, the latest news from Financial Finesse, Morningstar Retirement, PensionPro, IRALOGIX, Creative Planning, and more
It’s Official: Social Security COLA Set at 2.8%
The increase raises benefits by nearly $56, but much of that could be swallowed by Medicare premiums
Social Security Claiming Still a Mystery for Americans
Over half of respondents to an Allianz Life study don’t know how to build Social Security claiming into their retirement plan strategy
Non-Retirees Unwilling to Delay Social Security Benefits
Only 10% said they would wait until age 70 to start claiming benefits, reports Schroders
Financial Confidence Dips Among Middle-Income Participants
While respondents describe financial professionals as their most trusted source, many choose to rely on loved ones and online sources instead
Millennials Torn Between Homeownership and Saving for Retirement
Millennials see housing costs as a deterrent to retirement savings, reports Nationwide
AllianceBernstein Releases Lifetime Income Portfolio
The fixed annuity guarantee is issued by an insurance company subsidiary of Corebridge Financial
Hightower Launches Direct-to-Consumer Practice
Frontier Investment Management is the first RIA to join the brand
Aboon Secures $17.5M Funding Round, EFE’s Shah Steps Down
Plus the latest news from ICI, Daybright Financial, Nationwide, Sharebuilder 401k, and more