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.
Americans Choose Super Bowl Spending Over Paying Down Debt
Others would rather bet on the game than save towards their retirement, finds market research firm Savanta
Despite Stall, Investors Express Interest in ESG Screens
The interest presents an opportunity for firms, especially as more Millennials accumulate wealth in the coming years, reports Cerulli
FPA CEO Patrick Mahoney Dies Following Cancer Battle
Mahoney was first named as FPA’s full-time CEO in Dec. 2020
Trump Signs Executive Order to Establish Sovereign Wealth Fund
The sovereign wealth fund may be used to buy social media platform TikTok, the president said
Growing Number of Advisors Now Recommend Crypto
As a result, the number of clients investing in digital assets has also increased
Corporate Roundup: Janney Names CEO, Equitable Launches 401(k) PEP
The latest news from Janney Montgomery Scott, Equitable, John Hancock Retirement, Ameritas, and more
Saver’s Match Could Solve the Retirement Savings Gap: Morningstar
Using a Morningstar model, the firm observes that the SECURE 2.0 provision could lead to higher savings among groups
Recordkeepers Slowly Integrating AI in DC Plans
Cerulli Associates finds that a few DC plans are already using AI on its plan management and back-office strategies
Trump Signs Executive Order Supporting Crypto
The order aims to open access to public blockchain networks while maintaining federal regulation on the digital asset
Prime Pensions Appoints CEO
Mark Maselli has previously held roles at Willis Towers Watson