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.
Wealth Enhancement Buys Parros Financial Group
Parros Financial Group provides integrated services including investment management, financial planning, retirement strategies, and more
Radish Plan Selects IRALOGIX as Provider, TRA Appoints Internal Plan Consultant
Plus, news from Manulife John Hancock Retirement, Modern Wealth, DWC — The 401(k) Experts, and Apella Wealth
Experts Question DOL Proposal on Private Investments in 401(k)s
While news of the proposed rule has been met with celebration, some are examining how the process would work and its general bearing to participants
Americans Driven to Course Correct Financial Decisions
Close to all of respondents in a Corebridge Financial survey say they're motivated to "make positive financial changes" in the upcoming year
New Bill Would Repeal Retirement Earnings Test
Proposed legislation by Chairman Rick Scott would help aging Americans continue part- or full-time work without the risk of losing Social Security benefits
Americans Predict Needing $1.46M in Retirement
The Northwestern Mutual findings, coupled with other insights, show a growing crisis for Americans worried over their financial future
Proposed Legislation Bars Crypto From Social Security Trust Funds
The No Crypto in Social Security Act would safeguard Social Security trust funds from alternative investments
Capitalize Launches 401(k) Rollover Solution for Advisors
The Capitalize for Advisors platform aims to help advisors track down held-away accounts and initiate rollover processes
Middle-Income Households Slowly Gain Traction with Advisors, Providers
Cerulli’s latest report explains why financial professionals should start serving these clients earlier in their careers
Industry Leaders React to DOL Proposal Expanding Alternatives to 401(k)s
While many celebrated the proposal, one institution voiced concerns over its potential safe harbor regulation