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.
Merrill Cyber Leak Exposes Walmart 401(k) Participants
Impacted 401(k) participants will have access to a two-year membership with an identity theft protection service
Younger Generations Open to Paying Higher Taxes for Medicare Security
The data also finds that 65% believe Medicare won't be available during retirement
This Idyllic Suburb is the Best Small Town for Retiree Living
The report by GoBankingRates analyzes the best small towns for those looking for a tranquil retirement
Savers Still Unaware of 529 Features
A recent survey from Edward Jones finds that 75% of Americans are uninformed about the full benefits that 529 plans offer
401(k) Account Balances Reach Record Levels
The analysis by Fidelity Investments finds that balances increased across 401(k), IRA, and 403(b) accounts
FACC Files Second Lawsuit Against DOL Fiduciary Rule
FACC's new lawsuit aims to halt the DOL from applying its rule until the first case is resolved
Broadridge 360: Medicare & HSAs — the Perfect Pair in Retirement Planning
Panelists at the Broadridge 360 Advisor Summit urged advisors to include Medicare and HSAs in their retirement planning strategies
Broadridge 360: Challenges and Opportunities in the New Fiduciary Marketplace
Jason Roberts of Pension Resource Institute discusses how the DOL’s latest fiduciary rule will impact seasoned and emerging professionals
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