Amanda Umpierrez
905 posts
Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with over six years of experience and a passion for telling stories and reporting news. Amanda received her degree in journalism and government and politics at St. John’s University. She is originally from Queens, New York, but now resides in Denver, Colorado with her partner. In her free time, Amanda enjoys running, cooking, and watching the latest drama show.
Crypto Usage Represents Less than 1% of DC Plan Investments
The GAO report also lists recommendations for the DOL to improve federal monitoring of crypto in 401(k) plans
December 13, 2024
Corporate Roundup: Morningstar Names CFO, Ellevest CEO Steps Down
The latest news from Morningstar, Ellevest, IRALOGIX, and more
December 12, 2024
Gen X Expects Needing $1M to Retire Comfortably
Yet the reality is that most expect to save around $600,000, finds Schroders
December 12, 2024
Morningstar Lowers Retirement Withdrawal Rate to 3.7%
Morningstar credits higher equity valuations and lower fixed income yields for the decrease in its new State of Retirement Income report
December 11, 2024
Retired Women Cite Costs as Top Retirement Surprise
Despite the shock, 51% of retired women describe their financial health as “good” or “very good"
December 11, 2024
LPL Reaches Settlement with Fired CEO
Dan Arnold will receive nearly 15% of what he would have earned through severance if he had been fired "for good reason"
December 10, 2024
IRS Issues Reminder on RMD Deadlines
RMDs apply to original account holders and their beneficiaries with IRAs, employer-sponsored retirement plans, and Roth IRAs
December 10, 2024
Vanguard Launches Advice and Wealth Management Division
Industry veteran and member of Vanguard's senior leadership team Joanna Rotenberg will helm the new division
December 9, 2024
Transamerica Releases 401(k) PEP Solution
The solution will include professional services from DWC - The 401(k) Experts, Transamerica and Leavitt Retirement Partners
December 7, 2024
Corporate Roundup: Prudential Appoints CEO, Vanguard Senior Leader to Retire
The latest news from Prudential, Vanguard, and Nationwide
December 6, 2024