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.
‘Sandwich Generation’ Now Includes Millennials
A New York Life survey found 66% of self-reported caregivers are now Millennials, compared to 23% of Gen Xers
Employees See Workplace Plans as ‘Key Vehicle’ for Retirement
Buck's latest research surveys DC participants on their retirement attitudes, finding that most expect their employer-sponsored plan to finance retirement
Younger Workers Likelier to Become Caregivers
A report by the TIAA Institute and the University of Pennsylvania School of Nursing finds that younger workers are increasingly becoming caregivers due to longevity impacts
Fidelity Expanding TDF Lineup with CITs
The investment manager is introducing multiple CITs at a time when more employers indicate interest in offering alts
Creative Planning Buys Mesirow’s $13B Retirement Services Team
Mesirow's corporate retirement advisory service business works with over 350 plans and holds $13 billion in assets
FAFSA Changes Could Inspire Additional Retirement Savings
Among the many new alterations to the federal student aid application include the removal of pre-tax retirement contributions as income
Half of Investors Say 2024 Election will Impact Retirement Portfolios
Additionally, close to one-third believe the economy will drop to a recession if their least-favored political party wins the election, finds the Nationwide Retirement Institute
Corporate Roundup: NAGDCA, Savvy Advisors Hires, JULY Earns Certification
NAGDCA and Savvy Advisors appoint new leadership, JULY receives a CEFEX certification, and more
HSAs See High Growth, Yet Key Issues Remain
The latest review from Morningstar compares the leading providers in the HSA industry, with Fidelity coming out on top
Managed Accounts See Highest Growth While TDRFs Sit Still
Managed account and cryptocurrency use grows while investments in target-date retirement funds falls flat, reports Hearts & Wallet