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.
Lawmakers Revive Startup Tax Credit Bill for Micro-Businesses
While legislation under SECURE 2.0 offers startup tax credits, many micro-businesses end up not utilizing the credit because of its formula
Stadion, Morningstar Offer Tailored Managed Account Experience with Lincoln
The offering is now available to plans on Lincoln Financial’s Alliance Platform
Executive Q&A: Refining Accumulation Strategies Through TDFs with MFS’ Jeri Savage
MFS Lead Retirement Strategist explains why target-date funds are still the dominant investment vehicle with the strongest savings accumulation
Latest Bill Opens Door for Charitable Giving in Retirement Plans
The proposed legislation has also gained wide support from the American Retirement Association
Betterment at Work, OnPay Collab Streamlines 401(k) Administration
The partnership includes a 360-degree integration that reduces manual entries for plan sponsors
Rep. Neal Pushes GAO to Investigate Private Assets in 401(k) Plans
The lawmaker posed concerns over the investment’s exposure to retirement plans and the reliability of the companies offering the funds
Social Security COLA Forecasts Skyrocket to 3.9% and 4.2%
The spikes come as seniors struggle to pay for increasing daily costs like gasoline and groceries
SMBs Share Concerns Over Their Own Retirement Readiness
Some employers describe navigating their own retirement as more overwhelming than understanding AI, shares ShareBuilder 401k
Employers Implement Workplace Strategies to Offset Financial Stress
Prudential Financial report highlights how plan sponsors can support participants navigating financial strain
The Standard Adds Portability to APEX Series
The funds are available for 401(k), 403(b) and pooled employer plans as well as other plan types