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.
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
One in Five Retirees Have Already Depleted Savings
The Clever report finds that others are completely reliant on Social Security, with 60% believing the federal agency will cover at least half of their retirement income
Betterment at Work Launches Student Loan 401(k) Matching Solution
Employers using the Betterment at Work solution will be able to make matching 401(k) contributions on an annual or per-payroll basis
Fiduciary Rule May Curtail Wealth Managers Pursuing Retirement Planning
A Cerulli report questions whether the DOL's fiduciary rule could halt the number of wealth managers recommending IRA rollovers
Chipotle Will Offer Student Loan Matching Benefits in Response to Upcoming ‘Burrito Season’
The fast casual restaurant announced its new partnership with SoFi at Work as it prepares to hire 19,000 workers this spring