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.
Senate Confirms Aronowitz to Lead EBSA
Aronowitz' confirmation was part of a block that included 47 other candidates nominated for various federal agency roles under the Trump administration
House Committee Moves Forward on EBSA, ESOP Legislation
Bills target EBSA transparency with common interest agreements and investigation timelines, while providing a safe harbor for fiduciaries offering ESOPs
Cerulli, DCALTA, Challenge Private Market in DC Plans Myths
The whitepaper challenges four common theories associated with alternative investments in retirement plans
HSA Balances Continue Rising Streak
Yet, employers can do more to educate employees about the savings vehicle, reports PSCA
Daybright Financial Buys The Platinum 401k
Daybright sources say the acquisition reaffirms its commitment to expanding private sector solutions
Bill Aims to Reconnect Workers with Lost Retirement Accounts
The “Unclaimed Retirement Rescue Act” would allow states to run unclaimed property programs for retirement assets
Employee Fiduciary Urges DOL to Nix PEP Safe Harbor
Rather, the firm recommends the agency incorporate a single-employer 401(k) safe harbor for small businesses
IRS, Treasury Dept. Release Final Regulation for Roth Catch-Up Contributions
The final rule considers comments received in response to proposed regulations issued by the IRS and the Treasury Department in January
The Standard Teams with BenefitEd on Student Loan Repayment Program
Clients of The Standard can access employer-assisted features at a discounted rate
AllianceBernstein Upgrades Multi-Manager Retirement Series
The org’s CIT-packaged target date solution blends active and passive strategies