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.
ERIC Files Amicus Brief Pressing Court to Dismiss PRT Suit
The amicus brief states that plaintiffs did not experience any injury as a result of Weyerhaeuser and Athene’s PRT in 2019
Jackson Rolls Out FIA with Guaranteed Withdrawal Benefit
Advisors will be able to collect fees from the contract without impacts to the income benefit, Jackson states
Strongpoint Partners Announces Collab with ACI
The partnership will further Strongpoint’s presence on the West coast
Northern Trust to Oversee $18.5B NM Retirement Fund
The latest news from Northern Trust, MassMutual, Orion, Summit Financial, and more
Lessons from Alternative Mutual Funds for 401(k) Advisors
A Morningstar expert explores how alternative mutual funds have performed and what advisors should expect with private equity in 401(k) plans
New Bill Opens TSP Contributions for Veterans
The FORWARD Act would allow qualified retirees and veterans to make voluntary contributions to TSPs
Plans with Automatic Features Boast Stronger Account Balances
401(k) plans with auto features have higher account balances of $50,000, reports BoFA
SDBA Balances Rebound for Q2
Average account balances increased 8.1% year-over-year, according to Schwab
Transamerica Hires New Retirement Solutions Head
Jason Frain will lead product strategy and development on Transamerica’s retirement solutions side
DOGE Compromised Social Security Data, Whistleblower Claims
DOGE staffers created a live copy of data and uploaded it to an unsecured cloud environment, a top official with the SSA states