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.
More Americans Expect to Leave Inheritance, Fewer Anticipate Getting One
Despite only 20% expecting to receive an inheritance, 57% of those who do say it is "highly critical" for their financial stability
DOL Issues Brief Defending Employer Forfeiture Practices
The amicus brief urges the U.S. Court of Appeals for the Ninth Circuit to uphold a decision issued in the case of Hutchins v. HP, Inc.
Retirees Choose Saving, Not Spending, in Retirement
Research from David Blanchett and Michael Finke explains how language and annuities impact retirement spending behavior
Plan Sponsors Shift Priorities to Cybersecurity, AI
Rather than focus on past priorities like lowering plan fees, employers are zeroing in on cybersecurity and AI
SEC Issues Latest Guidance on Crypto ETFs
The disclosure requirements direct issuers to include risks on offered products and use plain language when describing crypto assets
Industry Groups React to ‘One Big Beautiful Bill’ Advancing
President Trump is expected to sign the bill into law ahead of his July 4 deadline
Gen Z Investors Thrive in Saving for Retirement
Sixty-seven percent of Gen Zers were "significantly more" confident than older generations, reports Betterment's latest retail investor survey
Cetera Unveils Alternative Investments Allocation Models
The initial set includes six alternative funds with exposure to private equity, private credit, and private real estate investments
Pontera Brings in Lisa Gomez as Strategic Advisor
Former EBSA head will work alongside the DC industry on key policy issues
Gen X Stands as Greatest Wealth Window for Advisors
Cerulli research highlights the Sandwich Generation as the largest growth area for advisory, investment, and retirement industries