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.
Ascensus Reorganizes Retirement Business
The company also announced that it will launch sales of its PEP program with American Funds this month
401(k) Account, HSA Balances Up for 2023
At the same time, the number of participants who took a 401(k) loan in 2023 decreased, reports Bank of America
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