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.
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
Financial Advisors May Boost Annuity Interest
Findings from Nationwide show that participants look to their advisors for guidance on annuity products
New Adoption Assistance Plan Allows Employers to Provide Financial Support for Qualified Expenses
The program from HSA Bank allows employees to be reimbursed for costs including attorney fees and travel expenses
Voya Partners with SecureSave to Offer Emergency Savings Accounts
The partnership to expand emergency savings accounts builds on other launches Voya has released in recent months, including updated participant experiences for workplace retirement plans and HSAs
HSAs Have ‘Mixed Effects’ on Healthcare Service Usage
EBRI research analyzes how HSA and PPO participants compare in utilizing services