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.
Most 401(k) Plans Could be Overpaying for Underperforming Funds
An Abernathy-Daley report studying fund performance from the last decade found 85% of plans had at least five other cost-effective and higher-performing alternatives
Participants Hit All-Time Savings High in Vanguard’s ‘How America Saves’ Report
Participants' average retirement account balances increased by 19% since 2022, Vanguard's new report finds
Vestwell Partners with Amazon’s DSP Program to Deliver Retirement Services
The firm will be offering PEP solutions to Amazon's Delivery Service Partner program
J.P. Morgan Launches Fixed Income Experience
The new features include a yield comparison table and customizable screeners
Vanguard Reveals Advisory Changes to International Value Fund
Lazard Asset Management LLC was removed as an advisor on the fund and has been replaced by a new advisor for Vanguard
Corporate Roundup: JULY Acquires EIP, Nationwide Unveils Digital Experience
The latest news from JULY, Nationwide, FIDx, SS&C, Lincoln Financial, and more
Senate Democrats Urge DOL to Reinstate Crypto Guidance
The letter comes just weeks after EBSA rescinded a 2022 compliance release
As Women Inherit Wealth, Advisors Must Rethink Their Approach
Firms should reexamine their approach to engaging clients, says Capital Group
From Boomers to Gen Z: How Each Generation Processes Retirement
Transamerica’s latest report examines retirement outlooks for each age cohort
Americans Back AI Technology
While almost all respondents to a TD Bank study are comfortable with the technology, nearly half are skeptical to apply it to retirement planning