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.
Wealth Managers Expect Active Funds to Outperform in 2024
The findings comes as 58% of firms say active funds outperformed in 2023, reports Natixis
Almost Half of Employees Stressed About Retirement Savings
Despite being stressed about their short- and long-term savings, SoFi finds employers and retirement plan advisors have an opportunity to help participants
Key Action Points for Advisors to Consider Ahead of Final Fiduciary Rule
As the industry expects to see more ERISA fiduciaries enter the market in 2024, panelists at the VCI Industry Leaders Summit touch on next steps for advisors to review
ICHRAs: The New Health Care Benefit for Advisors to Learn in 2024
The health benefit offers reduced costs and fiduciary liability for employers
Converging Retirement and Wealth Management: VCI Industry Leaders Summit
Industry experts discuss how advisors can achieve both wealth management and retirement planning success during a Friday session at the VCI Industry Leaders Summit
Love and Finances: More Couples Disagree with Financial Habits
A Fidelity Investments study finds couples don't agree as much as expected with future finances and retirement
SSA Responds to Bill Aiming to Cut Social Security Taxes for Retirees
Social Security Administration Chief Actuary Stephen Goss believes the enactment could extend payments on benefits for an additional 20 years
Passive Funds Exceed Active Among ETFs, Mutual Funds
Passively managed ETF funds outperformed actively managed funds by $100 billion, reports Cerulli
BlackRock Launches DC Advisor Hub
The large asset manager has also appointed a new DC intermediary head to lead the program
Corporate Roundup: Northwestern Mutual CEO to Retire, MissionSquare Names Retirement Lead
Northwestern Mutual CEO announces decision to retire at the end of 2024, MissionSquare appoints a new retirement research head, and more