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.
Nearly Half of Pre-Retirees Believe Retirement Income Will Not Cover Basic Expenses
LIMRA research finds only 44% of pre-retirees expect to receive enough income to afford basic living expenses
BoA ‘401(k) Participant Pulse’ Report to Track Participant Confidence
The new reports from BoA will track 401(k) plan participant confidence to assess what trends are impacting retirement planning and financial wellness
Public Pension Fund Returns Fell in 2022
While public pension fund returns dropped by 3%, the average funded level increased to 77.8%, finds NCPERS
DOL’s Walsh, Gomez Discuss New ESG Rule
A recent webinar discussed the impact of ESG factors with investment options and retirement security
Participants Increased Savings Despite Uncertainty in 2022
A preview of Vanguard’s upcoming research in June finds participants remained resilient in their retirement savings throughout last year
SEC Risk Alert Identifies Reg BI Compliance Issues
The SEC issued a risk alert over compliance problems it observed with broker-dealers and investment advisors who follow Reg BI
Corporate Roundup: SPARK Institute Reveals Board-Elects; MSIM Launches ETFs; and More
The SPARK Institute announces new Governing Board members, while Lovell Minnick Partners acquires a retirement services firm, Morgan Stanley Investment Management releases new ETFs, and more
BrightPlan Releases Data-Driven Financial Wellness Platform
The app guides employers throughout different areas of financial wellness, from DEI strategies to retirement support
‘Boomerang Children’ Rarely Influence Parental Retirement
The NBER released a paper studying the effect that adult children have when returning home, finding little research on any lasting impact
BNY Mellon Switches to Annual Matching Contributions for 2023
The NY-based asset manager said it will be changing its 401(k) matching contributions to a one-time annual match