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.
EY Outlook Names Growing Inclusion, AI, as Leading Trends in Wealth Management
The Ernst & Young report identified the top areas for growth and success in 2024 among the wealth management space
Americans Saved More in 2023
The uptick in overall savings is related to the fact that more U.S. adults worked with tailored financial strategies last year, reports New York Life
Retirees Face Lack of Financial Security
A new report from Nationwide finds that half of current retirees are concerned with running out of money
AI, Wealth Management and Retirement to Grow in 2024
MarshMcLennan releases report highlighting leading retirement strategies in 2024, including a growth of AI, cybersecurity measures, and more
The Rate of Financial Advisors is Slowly Falling
Over a third of the industry headcount is set to retire within the next 10 years, finds Cerulli
DOL Proposes SECURE 2.0 Auto-Portability Regulation
The regulation seeks to reduce cash-outs for workers when changing jobs, the DOL said in its announcement
Millennials and Gen Xers Prefer Phased Retirements
On the contrary, Gen Zers and Baby Boomers would rather stop working altogether once they reach retirement, finds Principal
Commonwealth Latest to Partner with Pontera on 401(k) Management
The New York-based software platform will allow Commonwealth advisors to manage and trade clients' 401(k) and 403(b) accounts
Lack of Participant Confidence Among Leading Retirement Issues in 2024
A newly-released MFS report finds a shortage in retirement confidence among participants, and highlights what employers are doing to mitigate it
New Brief Argues for Reallocating 401(k) Tax Expenditures to Social Security
The CRR at Boston College claims that rollbacks from 401(k) tax preferences could help Social Security's long-term funding gap