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.
Traditional 401(k) Holders Could Deplete Savings Quicker Than Roth Participants
The study by the American Accounting Association analyzes the behavior of "deferred-tax" and "currently-taxed" participants when spending money in retirement
Gen Z Least Aware About HSAs
The youngest cohort are the least likely to know about HSA co-payments or contribute to their health savings accounts, finds Inspira Financial
Retirees’ Expectations Don’t Align with Their Reality
Most retirees envision spending their retirement traveling or exercising, but MassMutual research finds that's not always the case
Americans Experience Dips in Financial Security
Northwestern Mutual reports record-highs in the number of workers who feel financially insecure
A Third of Younger Workers Have Zero Retirement Savings
A new GOBankingRates survey finds 28% of American workers ages 18 to 24 have no retirement savings
Participants Look Forward to ‘Non-Traditional’ Retirements
Employees envision focusing on personal passions in a phased retirement, finds Fidelity's new 2024 State of Retirement Planning report
Inflation and Unemployment Decline While Account Balances Grow: Vanguard
Despite the fall with inflation and unemployment, loan issuances and hardship withdrawals increased moderately last year
Women Show Greater Confidence Over Economic Environment in 2024
The number of women who are concerned over the economic environment fell by nine points compared to last year, finds Laurel Road
Corporate Roundup: Women-Led RIA Opens; Nationwide Hires Protected Retirement Leader
RIA Expressive Wealth launches, Nationwide selects leader to Protected Retirement team, and more
Younger 401(k) Participants Seek Personalization Features
Gen Z respondents were likelier to share personal information about their retirement savings and expected retirement age out of all other age groups, finds Cerulli