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.
Corporate Roundup: MFS and Natixis Welcome CEOs, Edelman Acquisition
MFS and Natixis both hire new CEOs, Edelman Financial Engines acquires a New England-based pension plan, and more
Digital Capabilities Could Spike Annuity Usage
New research from IRI suggests that streamlined digital tools could lead to increased usage of annuities
Despite Interest, U.S. Workers Remain Confused About Annuities
Athene looks at the current state of retirement readiness and annuity sentiment today in their latest report
SoFi at Work and Kimley-Horn Partner on Student Loan Repayments
Kimley-Horn announced it will use SoFi at Work's SLV service to pay matching contributions towards 401(k) plans based on employees' student loan repayments
Generation X Expresses Doubt In a Dream Retirement
Faced with competing priorities and little help, Gen Xers aren't sure they'll achieve their dream retirement, finds Schroders
Self-Directed 401(k)s Fall 9.2% From Q2 2023
While recent data from Charles Schwab shows a dip among SDBAs in Q3 2023, year-over-year increase still remained up
Alera Acquires Retirement Plan Practice Fraser Group
Industry leader George Fraser and his team will continue their existing roles and combine operations with Alera's retirement plan services division
Delaware the Latest to Offer State Auto-IRAs
The first state will be joining the Partnership for Dignified Retirement, which includes Colorado and Maine and who provides automatic IRA programs to state workers
IBM 401(k) Replacement Elicits Questions from Retirement Leaders
The company's move to change its 401(k) match poses the question of a bigger shift to the defined benefit market
SEC Charges Wealth Manager Over Reg BI Violations
Laidlaw & Co. has agreed to pay more than $800,000 in part of a settlement with the SEC