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.
Bumping the Social Security FRA While Shielding Benefits for Low-Income Workers
Economists Andrew Biggs and John Shoven provide solutions to Social Security insolvency while protecting benefits for low-income Americans
Financial Optimism Rises Among Advisors and Investors
The findings from the CFP Board show a 20% decline in the number of clients with a negative financial outlook
Human Interest Announces $50M Investment from Morgan Stanley Tactical Value
The investment brings the firm to over $700 million in funding
Vanguard Expands Fixed Income Model Portfolio Lineup
The additions come as Vanguard introduced its first two fixed income models in May 2025
SWAY | LIVE 2025 Heads to Milwaukee
The event aims to connect 401(k) industry professionals with personal branding and marketing strategies
Empower Hits $2.5B in ISA Sales, Strongpoint Partners with UBP
The latest news from Empower, Strongpoint Partners, Savvy Advisors, and Nationwide
Gen Zers Taking Steps to Strengthen Financial Health
Half have added money to their savings and a quarter have paid down debt, Bank of America finds
Over a Quarter of Americans Would Allow AI to Plan Retirement
Another 15% would also allow the technology to rebalance their 401(k)s, finds Advance America
Senate HELP Committee Advances ESOP Legislation
The legislative package includes regulation that would support and strengthen ESOPs in U.S. workplaces
Healthcare Costs in Retirement Continue Upward Trajectory in 2025
Fidelity research shows healthcare cost projections in retirement have more than doubled since initial estimate