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.
This Open Enrollment Season, Don’t Expect Workers to Review Retirement Savings
Research from Corebridge and Morning Consult finds 44% of workers will review retirement contributions while selecting workplace benefits
Opponents Slam Bipartisan Bill for ‘Fast-Tracking’ Social Security Cuts
Introduced by Sens. Joe Manchin and Mitt Romney, the Fiscal Stability Act aims to "stabilize and decrease" debt, but critics say it will accelerate cuts to the trust fund; Meanwhile, GOP candidates voice their plans for Social Security
Portability Services Network Launches Solution to Reduce Plan Leakage
Founding members include Alight Solutions, Empower, Fidelity Investments, Principal, TIAA, and Vanguard
Workers and Advisors Voice Separate Opinions on Retirement Barriers
Consumers were likelier to point to inflation and the economy as a major barrier to a comfortable retirement, whereas advisors said lack of long-term care is riskier
Women’s Retirement Savings Challenges Highlighted in TCRS Survey Report
Transamerica Center for Retirement Studies releases 23 facts about women's retirement outlooks in honor of annual survey
Expect Conversations About Finances at the Dinner Table This Holiday Season
Younger generations say they’re interested in speaking about their finances with family members sooner rather than later, finds Northwestern Mutual
Almost Half of Workers Plan For Long-Term Care Needs
Individuals tend to make plans for long-term needs and expenses between the ages of 55 to 59, finds Transamerica's new caregiving survey
Credit Card and Medical Debt Among Leading Causes for Retirement Delay
Gen Xers were particularly likely to cite debt as a top reason on why they're postponing retirement
Breaking Down the DOL’s Five-Part Test
The history behind the test and where it could potentially stand with the new fiduciary proposal
Corporate Roundup: CAPTRUST Acquires $1.3B Firm, IRI Board of Directors
CAPTRUST announces its acquisition of Normann Financial, T. Rowe Price names independent director, and more