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.
Corporate Roundup: FINRA Appoints Public Governor, Lincoln Financial Taps CTO
The latest news from FINRA, Lincoln Financial, NAPA, Hightower, and more
These Two East Coast States Took Top Ranks in Retirement Readiness
Western & Southern Financial Group report ranks each state by retirement readiness
401(k) Rollover Delays Could Cost Nearly $76k in Lost Savings
PensionBee's analysis looked at how delays
in rollovers could ultimately impact savings
Sens. Introduce Bipartisan Bill to Encourage Automatic Enrollment
The Auto Reenroll Act would allow plan sponsors to reenroll non-participants into their workplace plans
Alternative Investments See $1.3T Growth Potential
While the investments have a significant growth potential among retail investors, its accessibility comes with challenges, Lansons reports
Schwab Launches RIA Program for Independent Advisors
The program will also work as a complementary add-on to the firm’s Schwab Advisor Services platform
Americans Fall Short on Savings Needed for Retirement
Retirees are also underestimating the amount needed for healthcare services, reports Schroders' annual retirement survey
Public Sector Workers Feel Greater Student Loan Strain
This is despite public sector employees having access to student loan forgiveness plans
Participants Press for Lifetime Income Options in Retirement Plans
Almost all 401(k) participants in new data from Nuveen and TIAA want their employer to offer guaranteed income options in retirement plans
The Standard Builds On Annuity Solution With Additional Features
The Standard recently added new features to its flagship Fixed Index Annuity product, the Enhanced Choice Index Plus. The…