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 Target Financial Confidence for New Year
More adults are also building emergency savings for the unexpected, finds a New York Life Wealth Watch survey
IRS, Treasury Department Release Proposals on Catch-Up Contributions and Auto Enroll
The proposed guidance comes as a surprise, as many of the provisions were already enacted on Jan. 1
Corporate Roundup: Creative Planning Buys $1.3B RIA, New Board Chair Joins IRIC
This week, Creative Planning acquires Kowal Investment Group, IRIC names a new chair for their board of directors, and more
T. Rowe Price Launches Guide For Long-Term Care in Retirement
The guide will offer information about the housing and support options available to pre-retirees and retirees, along with costs associated
Mariner Buys $292B Cardinal Investment Advisors
The acquisition will grow Mariner's AUA to $550 billion for the first quarter of the year
Pension Spending Drives $1.5T in Economic Output for 2022
This spending added $224.3 billion in tax revenue at the federal, state, and local levels, found NIRS
Lively Reports 35% Surge in HSA Balances
The latest finding comes as employers list health insurance benefits as the most important feature for recruitment and retention
Biden Signs Social Security Fairness Act
In an update on Monday, the Social Security Administration said it is now “evaluating how to implement the Act”
Pension Funded Status Improved ‘Modestly’ in 2024
Pension funded status was estimated at 100% for 2024, reports WTW in their annual analysis
Doll Rings in New Year with 2025 Predictions
The second Trump presidency commencing in January will severely predict economic conditions throughout 2025