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.
Americans Compromise Retirement Savings for College Education
Research from the Society of Actuaries finds workers and retirees are choosing to save more for a beneficiary's college than their own retirement
CAPTRUST Acquires $2.3 Billion Southern Wealth Management
The deal marks CAPTRUST's third acquisition in Texas and its fifth overall in 2023
IRI Calls On Biden Administration to Review Retirement Security Bills
While SECURE 2.0 offers enhanced retirement measures, IRI notes that there is still more work to be done
Latest Social Security COLA Projects Increase of 3%
The rise is a 0.3% increase from last month's estimate of 2.7%
How Each Workforce Sees Their Retirement in a Post-Pandemic World
New findings from Transamerica analyzes how workers think about their retirement in a post-pandemic reality
Only One TSP Fund Saw Negative Returns in June
The fixed income F fund was the only fund to finish June in red, down 0.36% for the month
Do Equity Investments Make Sense in Social Security?
A new report by the Center for Retirement Research at Boston College questions whether equity investments can be a tangible solution for fixing Social Security insolvency
Leading Organizations Request Roth Catch-Up Contribution Delay
Written by the American Benefits Council and signed by major firms, the letter asks Congress to delay Roth catch-up contributions by two years
64% of Americans Believe a Recession is Around the Corner
A quarterly market report from Allianz Life gauges consumer behavior on a possible recession, market volatility, and interest rates
Corporate Roundup: Pensionmark Names CIO; DCALTA Appoints Board of Directors
Pensionmark announces a new CIO, while DCALTA selects three new members to its board of directors, and more