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: C2P Enterprises Launches Women Advisory Program, RBC C&C Hires Vestwell
Holding company C2P Enterprises launches ‘A Woman’s Clarity’ program dedicated to women financial advisors, RBC Clearing & Custody hires Vestwell as their small plan provider, and more
Over Half of Americans Surveyed Use IRAs for Retirement
Latest findings from ICI show that IRAs represent 34% of total retirement market assets in the U.S., up from 18% recorded decades ago
Student Loan Repayment Platform Raises $3.1 Million
Highway Benefits eases integration for employers wanting to offer student loan repayment benefits
Senate Strikes Down DOL ESG Rule
The Senate voted 50-46 to block the Department of Labor’s ESG rule that would allow plan fiduciaries to invest retirement accounts in sustainable factors
Women Feel ‘Stress’ Over Finances While Men are ‘Hopeful’
However, Fidelity’s research finds women are taking steps to diminish stress with money and retirement
House Approves Measure Blocking DOL ESG Rule
The CRA now advances to the Senate, who may vote as early as Wednesday on the resolution
Over Half of Americans Forego Working with a Financial Advisor
Retirable analyzes the behaviors of retirees and pre-retirees in a new "State of Retirement 2023" report, finding that more Americans have not met with a financial advisor despite wanting to preserve their lifestyles
Biden to Tap Julie Su as DOL Secretary
With almost two decades of experience, Su is the current deputy secretary of labor and is a long-time advocate for workers' rights
Supreme Court Hears Arguments on Biden’s Student Loan Forgiveness Plan
The high court will start listening to oral arguments today, and may wait until June to announce a decision on the plan's future
DOL Announces Last Updates to Form 5500 for 2023
The latest changes include modifications brought on by both the SECURE Act of 2019 and SECURE 2.0