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.
Emergency Savings Tools Linked to Higher Plan Participation
Yet only 18% of plans offer emergency savings withdrawals, reports T. Rowe Price
Lump Sum Longevity Falls as Lifetime Income Interest Rises
Of those with remaining lump sum money, half say they’re concerned over exhausting the savings, reports MetLife
Generations List Differences in Financial Goals
Professionals in an AICPA study also offer tips for groups focused on distinct financial targets
Merit Establishes Michigan Office with TL Financial Group Acquisition
TL provides comprehensive wealth management services for high-net-worth individuals, pre-retirees, and retirees, with a focus on financial, estate, and tax planning
Beacon Pointe Acquires Three RIAs
Beacon Pointe now oversees approximately $62 billion in client assets under advisement
Envestnet Names Chief Growth Officer, Morningstar Expands Vanguard Relationship
Plus, news from Empower, Waverly Advisors, CAPTRUST, and more
TDF Investing Linked to Upticks in Retirement Confidence
Voya’s new survey shows almost all employed TDF investors believe the fund lessens stress with retirement planning
Savi Acquires Fiducius to Grow Employer Reach
Fiducius provides employee benefits focused on education, including loan contributions, tuition reimbursement, retirement matching, parental college planning, and banking benefits
Offering Student Loan Benefits Could Add $200K to Retirement Savings
More employees look to plan sponsors for help in paying down student loan debt while saving for retirement, reports Fidelity
Women Struggle Saving for Retirement While Handling Finances
Employers can help by providing income-protection benefits, says new research from The Standard