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.
Retirement Clearinghouse Notifies 10,500 Individuals of Data Breach
The 401(k) and IRA portability firm notified individuals that their personal data had been compromised in a phishing attempt back in March
House Financial Services Committee Passes Bill Approving CITs in 403(b)s
In a 35 to 12 vote, the House Financial Services Committee voted to advance an amended version of a bill that would allow 403(b) retirement plans to invest in CITs
Retirement Account Balances Increase Across the Board
Latest findings from Fidelity Investments show 401(k) account balances increased 4%, while IRA and 403(b) balances grew 5% and 6%, respectively
CFP Board List Steps to Recruiting and Retaining Diverse Workforces
The CFP Board's report outlines ways firms can create a "culture of retention" for diverse talent
Managed Accounts See Higher Adoption: Vanguard
The latest Vanguard research finds professionally managed allocations are up 40% compared to 10 years ago
Broadridge Fi360: Cybersecurity for Advisors
The session talked through new ways for retirement plan advisors to expand their cybersecurity protocols, along with how to distinguish guidance from the DOL and SEC
Broadridge Fi360: Preparing for a Growing Market
Conference attendants shared insights and asked questions in preparing for an expanding industry that will include new regulation and technologies
Broadridge Fi360: ChatGPT, SECURE 2.0, and a Rebrand
The first day of the conference touched on trends in the retirement plan market and recent developments within Broadridge Fi360
Broadridge Fi360 Conference Heads to Scottsdale
401(k) Specialist will be reporting live from Scottsdale on the latest trends discussed during Broadridge Fi360's Annual Conference
Corporate Roundup: Endeavor Law, IRIC Reveals New Board of Directors
Endeavor Retirement expands its services, while IRIC appoints industry leaders to its board of directors, and more