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.
Ubiquity Announces Record-Breaking Growth in 2022
Ubiquity Retirement + Savings says it exceeded numbers in its financial advisor, plan sponsor, and TPA relationships last year.
Broadridge Expands AIF Training to Underrepresented Groups
Along with Broadridge Financial, Envestnet and diversity-tech platform Choir will partner to offer training for 100 financial professionals
Target-Date Contributions Grew Steadily in 2022
Recent analysis from Morningstar finds target-date mutual funds grew 35% since 2021
70% of Advisors Find Inflation is No Match for Small Plan Retirement
New research from Vestwell finds a majority of advisors surveyed said inflation has not impacted retirement for small business plans
Coalition of 25 States Sue Biden Administration on ESG Final Rule
25 states are listed in a lawsuit challenging the DOL final rule that allows fiduciaries to consider ESG factors in 401(k) investments
Corporate Roundup: MFS and LAM Moves, Ameritas Sales Growth, and More
MFS and Lazard Asset Management announce new hires, while Ameritas reports a large sales growth and Strongpoint Partners reveals their latest partnership
HSA Balances Have Grown Since 2020
The average end-of-year HSA balance for 2021 was higher than the beginning of the year, at $3,902 compared to $2,645, finds EBRI
Over Half of Investors Plan to Work in Retirement
Research from the Nationwide Retirement Institute finds investors believe they will need to work during retirement to reach necessary income
Tax Credits Under SECURE 2.0 Expand Small Business Coverage
The new and revised tax credits under SECURE 2.0 eases the path in offering a 401(k) plan for small business employers
Plans Using Custom TDFs Grew Year-Over-Year
New data from DCIIA's Retirement Research Center analyzed the growth of custom TDFs through year-end 2021