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.
October Three Grows Retirement Income Solution
The firm announced an expansion to its O3 Prime lifetime retirement income plan
OneDigital Launches Impact Studio
The launch comes months after OneDigital initially rolled out the platform in five markets
SEC Releases Updates on Marketing Rules
The agency included updates on gross, net and extracted performance with marketing rules
Corporate Roundup: CFP Board Launches Women’s Initiative, PensionBee Adds IRA Options
The latest news from CFP Board, PensionBee, SS&C, Lincoln Financial, and more
Public Pension Funds Stabilize in Latest Milliman Analysis
PPFI remained unchanged from January 31, shows Milliman in new update
Offering Guaranteed Income Not as Essential as Initially Perceived
Growing number of asset managers are feeling uncertain over offering a guaranteed income component in a retirement solution, reports Cerulli
Financial Finesse, SecureSave Reveal Partnership Expanding ESAs
Users will be able to sign up for an emergency savings account through SecureSave's page on the Financial Finesse platform
Consumers Miss Out on Key Savings when Using This Strategy
The misstep could cost Americans severe missed earnings, Vanguard reports
Future Capital, Hantz Group Partnership Targets Held-Away 401(k) Assets
Future Capital will offer 401(k) management services to Hantz advisors
CFP Professionals Worry About Retirement Income Amid Looming Tax Cuts
Almost all CFP professionals are concerned over the impacts tax changes could have on clients' financial objectives, says CFP Board