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.
Corporate Roundup: Mercer Appoints Global COO, Securian Financial Hires
Mercer adds new global COO while Securian Financial names its three latest hires
A Quarter of Caregivers Own Less than $1,000 in Savings
Additionally, caregivers were likelier to list debt as a financial issue, finds EBRI
Forced Into Retirement, More Retirees Look to Part-Time Work
An Edward Jones survey found 40% of clients were pushed into early retirement
Compliance Officers List SEC Marketing Rule As Top Concern Yet Again
The 2023 Investment Management Compliance Testing Survey found 70% of respondents selected advertising and marketing as the “hottest” compliance topic
Capital Group Selects Financial Finesse for Personalized Financial Wellness
Plan participants will receive unlimited access to Financial Finesse’s digital financial wellness hub, virtual financial coach and interactive guide, live webcasts, and more
Data Breach Impacts Nearly 172,000 Tennessee Retirees
The Tennessee Consolidated Retirement System (TCRS) notified retirees and beneficiaries that their names, Social Security numbers, dates of birth, and mailing addresses had been compromised
Nationwide Launches Buffer-Protected Annuity Product
The new registered index-linked annuity by Nationwide offers a buffer protection of 10% and 20%
Corporate Roundup: Ascensus Brings In President, Principal and Alera Group Hires
Ascensus hires 25-year industry veteran as its next president, while Principal and Alera Group announce their own new hires
Biden Administration Cancels $39 Billion in Federal Student Loan Debt
The latest plan is one of several in Biden's new path to forgiving billions in federal student loan debt
Senator Murray Calls for Tax Fairness with Social Security
In a Senate Budget Committee Hearing on Wednesday, Sen. Patty Murray (D-WA) called upon wealthier Americans to pay their "fair share" of Social Security taxes