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.
Fisher Investments Denies WSJ Report Claiming Sales Talks
The firm released a statement criticizing the WSJ for inaccurately claiming it was in sales talks with Advent International
The Top Retirement Stats for 2024
Among the statistics found by Clever include over half of Americans who are not currently saving for retirement
Nearly Half of Investors Hopeful About 2024 Economy
The study from Allianz Life finds that investor sentiment is low due to market uncertainty and high interest rates
Morningstar Retirement Joins Retirement Advisor Council
Morningstar Head of Channel Strategy Nathan Voris will serve as representative in the Council
TSP Realized Significant Gains in 2023
2023 TSP performances largely outpaced those of 2022, with the highest return finishing at 26.25%
Making Financial Resolutions a Reality
Lincoln Financial Group issues report on helping participants realize their financial goals for 2024
Number of Older Workers Doubled From 1987
The growth in workers ages 65 and older could be linked to a rise in population, higher education levels, health factors, and retirement readiness, finds the Pew Research Center
Fiduciary Comments Hit 16k as DOL Releases Hearing Transcripts
The Department of Labor sees an influx of comments on the proposed rulemaking, as the federal agency issues transcriptions on early December hearings
Americans Struggled with Retirement Planning in 2023
The Society of Actuaries looks at the retirement planning challenges of the past year and how it will impact individuals in the future
One Year Later: SECURE 2.0 Impacts on Retirement Plan Advisors
A new Escalent report looks at the top SECURE 2.0 provisions influencing advisors, from RMDs to catch-up contributions