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.
Ways and Means Advances Legislation Expanding HSA Benefits
Among the changes include increases to HSA contribution limits and eligibility expansions
New Jersey Selects Vestwell to Administer Latest State Auto-IRA
The 401(k) recordkeeper will serve as program administrator to New Jersey's Secure Choice Savings Program
Accessibility to Financial Education Key to Diverse Clients
Survey from Edward Jones finds access to financial education resources is critical for diverse clients
Due to Inflation, Workers Question Values When Financial Planning
Thrivent finds workers are at a crossroads between their financial savings and personal values
With ‘Peak 65’ Nearing, More Advisors Consider Annuities
New RetireOne and Allianz Life survey finds that more Baby Boomers cite concerns with inflation and market volatility on their retirement savings
401(k) Loans Grow as Participants Struggle with Emergency Savings
The number of participants taking 401(k) loans has increased across all age groups so far in 2023, reports T. Rowe Price
HSA Assets on the Rise For Midyear 2023
HSA assets increased 17% by the first half of 2023 while accounts grew 6%, finds a Devenir report
U.S. Retirement Assets Hit $37.8T
The Congressional Research Service found that total real retirement assets grew by 13.3% from 2013 to 2022
Participants Wing Retirement Saving Goals
Data from Escalent found 40% of participants admit to calculating their retirement savings off the top of their head
Corporate Roundup: NFP Acquires Divergent, T. Rowe Price Names CTO
NFP acquired Utah-based Divergent Wealth Advisors, T. Rowe Price welcomes new CTO, and more