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.
New Bill Would Forgive 401(k) Withdrawal Fines for Home Buyers
The bill would eliminate penalties incurred for home buyers who use 401(k) savings to afford a down payment or closing costs
Financial Services CEOs Call for Reduced Tensions in Minneapolis
Over 60 large Minnesota-based firms urge for peace in an open letter following fatal shootings of U.S. civilians by federal agents
This Rocky Mountain State is the Best Place for Retirement
Meanwhile, the East Coast dominates as among the worst places to retire to, annual WalletHub report finds
Employers Prioritize Financial, Retirement Goals as Generations Shift Focus
Plan sponsors are implementing improved packages following demands from Millennial and Gen Z workers, Ascensus reports
Vestmark, T. Rowe Price Roll Out Personalized Model Portfolios for RIAs
The solution integrates Vestmark’s tax management services with T. Rowe Price’s model portfolio design and investment insights
Alto, Passthrough Collaboration Broadens IRA Access to Private Fund Managers
The initial partnership will focus on education, best practices, and strategic collaboration to help fund managers raise capital from IRA investors
CFP Board Appoints CEO, Betterment, Capitalize Partner on 401(k) Rollovers
Plus, news from MissionSquare, OneDigital, Prime Capital, and more
AI Adoption Doubles Since 2023
RIAs are mainly utilizing the tool for administrative tasks like notetaking and email drafting, finds Schwab Advisor Services
Businesses Integrate ESG Metrics, Avoid DEI in Incentive Plans
The WTW 2025 ESG Incentive Metrics Study is based on an analysis of 1,070 public company disclosures
Financial Stress May Lead Employers to Rethink Benefits Strategy
A growing number of workers name financial stress as a leading workplace distraction in an NFP report