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.
HSA Bank Introduces Tuition Reimbursement Solution
Employers can determine which funds are eligible for reimbursement and annual reimbursement limits with the employer-funded tax savings program, says HSA Bank
Just 28% of Micro Businesses Offer a Retirement Plan
A Capital Group report finds that small businesses were likely to cite cost as a critical factor for avoiding retirement plans
Americans Say They Won’t Have Enough Savings for Retirement
A recent Prudential survey found 70% of Americans plan to retire but aren't confident if they will actually be able to
Franklin Templeton Acquires Managed Accounts Startup volScout
As part of the acquisition, volScout founders will be working with Franklin Templeton's newly formed managed accounts team
69% of Near Retirees Failed or Barely Passed MassMutual’s Social Security Quiz
The quiz underlines the need for employee education on Social Security and its nuances, says MassMutual
Employees Turn to Plan Sponsors Amid Inflation Impacts
Over half of employees say their employer has not offered financial wellness benefits or compensation following higher costs due to inflation, finds FinFit
Plan Sponsors Are More Involved with Retirement Planning in 2023
A new survey by PGIM shows seven in 10 plan sponsors believe they are taking action in solving the retirement income challenge
Corporate Roundup: Generations Retirement Group Opens Mass. Location; Milliman Moves
Capping off the month, Generations Retirement Group rolls out a new location in Westborough, Massachusetts, Transamerica and Smart…
Envestnet Elevate Summit 2023: Succession Planning in Advisory Firms
Panelists discussed how advisory firms could implement new technologies and inclusivity when thinking about succession planning
Workers and Retirees Report First Dip in Retirement Confidence Since 2008 Recession: EBRI
Confidence in retirement savings fell from 73% in 2022 to 64% in 2023 among workers, and from 77% to 73% among retirees