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.
Americans Fear Exhausting Savings Before Death
Market volatility and lack of financial planning drive these concerns, finds Allianz Life
IRALOGIX, Capitalize Partner to Simplify 401(k) Rollovers
Plus, news from Fiducient Advisors, Hightower, CFP Board, and more
Personalized Benefits Drive Participant Success
Participants demand different financial needs, but plan sponsors can tailor benefits to support each age group
Retirement Confidence Falls as Social Security, Medicare Concerns Mount
Two-thirds of workers in an EBRI/Greenwald Research survey expressed interest in a Social Security bridge annuity that would provide income until age 70
Lincoln Financial, Waterlily Partner on Long-Term Care Plans
The partnership aims to extend awareness and availability of long-term care to a wider audience
Client Satisfaction Key for Growth Among Recordkeepers
Keeping clients happy is even more important now as greater number of plan sponsors conduct recordkeeper searches this year, reports Cerulli
Ubiquity Unveils Advisor Partner Program
The program aims to provide resources and support for advisors wanting to increase their client business
Chavez-DeRemer Resigns From Labor Secretary Post
Deputy Secretary of Labor Keith Sonderling will take on the new role as acting secretary
Over Half of Americans Satisfied With Retirement Nest Egg
Americans continue to worry over their savings as they deal with AI threats, market volatility, high day-to-day costs, and more
Nestimate Expands TDF Platform to Nuveen Advisors
The tool aims to help advisors evaluate investment options with lifetime income solutions