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.
SPARK Institute and LIMRA Partner to Enhance Fraud Security
The partnership will include educational resources and fraud prevention practices for plan sponsors and participants
Industry Groups Support Public-Private Approach in Automatic IRA Act Endorsement
Multiple associations and organizations praise the Automatic IRA Act of 2024 in a new letter to Ranking Member Richard Neal
More Americans Avoid Wealth Transfer Conversations
Despite their reluctance to discuss generational wealth, Americans are having conversations about their retirement savings
Finke, Toland, Introduce Retirement Withdrawal Alternative to 4% Rule
The IncomePath strategy focuses on providing flexible spending arrangements for participants, rather than a set withdrawal rate
Fidelity Unveils Student Loan Solution Boosting Retirement Savings
The Student Debt Retirement platform allows employers to contribute to a participant's retirement account as workers pay down their student loans
Voya Launches Managed Account Specialist Team to Advance Education and Growth
The new team will focus on growing managed account usage across Voya's platforms
Black Americans Remain Positive Despite Financial Anxieties
Black respondents were likelier to believe their financial health will improve in 2024, found a survey by Achieve
Corporate Roundup: OneDigital Acquires Wintrust’s Retirement Division; CAPTRUST, Pontera Partnership
OneDigital acquires Wintrust Bank's retirement plan business, CAPTRUST partners with Pontera on wealth management capabilities, and more
Nearly Three Quarters of Higher Ed Institutions List Retirement Readiness as Top Concern
Transamerica's latest Pulse survey lists participants' retirement preparedness as a leading worry among institutions, but rising costs of living and inflation take the top concern for all
Employers See Positive Returns When Offering Emergency Savings Benefits
A new study by Inspira Financial finds that 81% of plan sponsors who offer emergency savings feature have seen a positive ROI