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.
Guaranteed Lifetime Income Solutions May Grow Retirement Spending Power
A new report by the Bipartisan Policy Center and BlackRock found that adding guaranteed lifetime income generates 29% more annual spending ability
Here’s How Much American Workers Expect to Retire Comfortably with
The newest iteration of Northwestern Mutual's Planning & Progress study reveals American workers are likelier to anticipate saving more than what is realistic
Investors Exceedingly Hire Advisors for Emotional Reasons
A Morningstar survey looks at the behavioral component surrounding investor and advisor relationships
Investors Are Optimistically Numb to the Market
While 68% are optimistic on their finances today, a survey from Natixis warns of a shift that can uncover gaps in investment knowledge
Most Pre-Retirees Cite Inflation for Retirement Delay
Nationwide's Advisor Authority survey found 60% of pre-retirees say inflation is the reason for postponing retirement
JULY Acquires Sunwest Pensions
The acquisition between JULY and Sunwest Pensions is set to add over 500 plan clients
House Republicans Propose Social Security Benefit Cuts
A new budget proposal by the Republican Study Committee would raise the full retirement age to claim Social Security benefits to age 69
Ameritas Unveils New Pooled Employer Plan
The news makes Ameritas the latest firm to begin offering pooled employer plans
Close to Half of Workers Unaware of Annuities
Four in 10 adults do not know what an annuity is, according to findings from USAA Life Insurance company
Corporate Roundup: Sageview Acquires RBG, HUB Launches HSA Tool
SageView Advisory Group adds a $5.2 billion dollar retirement plan consulting firm, HUB International introduces its HSA investment account product, and more