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.
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
More Retirees Stay In their Plan Post-Employment
The latest research from Vanguard underscores the significance in applying decumulation strategies to 401(k) plans
Conservative Nonprofit Sues Biden Administration Over ESG Rule
The Wisconsin Institute for Law and Liberty filed a lawsuit on Tuesday against the DOL’s final rule on impact investing
Tuberville Reestablishes Push for Crypto in 401(k)s
The bill would bar EBSA and the DOL from investigating employers and investment firms using brokerage windows to invest in crypto
WTW Becomes the Latest to Join the U.S. PEP Market
The company joins a roster of other firms who have introduced PEPs since the SECURE Act in 2019
Financial Advisors Are Changing How They’re Investing in Retirement
A 2023 outlook report by Ernst & Young lists how financial advisors can help their investor clients navigate the uncertain market