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.
Proposed Legislation Bars Crypto From Social Security Trust Funds
The No Crypto in Social Security Act would safeguard Social Security trust funds from alternative investments
Capitalize Launches 401(k) Rollover Solution for Advisors
The Capitalize for Advisors platform aims to help advisors track down held-away accounts and initiate rollover processes
Middle-Income Households Slowly Gain Traction with Advisors, Providers
Cerulli’s latest report explains why financial professionals should start serving these clients earlier in their careers
Industry Leaders React to DOL Proposal Expanding Alternatives to 401(k)s
While many celebrated the proposal, one institution voiced concerns over its potential safe harbor regulation
Vanguard Launches New ETF Suite
The funds are designed to help investors manage interest rate risk and credit risk while simplifying portfolio construction across maturity horizons
Charles Schwab Debuts Investing Account for Teens
Teens who complete an online education course within 45 days of opening the account will receive $50 in fractional shares
Corebridge, Equitable Announce ‘Transformational’ Merger, ERIC Celebrates 50
Plus, news from Betterment at Work, Transamerica, Creative Planning, and Public
Visualizing Retirement With a New Sketchbook
Bonnie Treichel and Jamie Hopkins' "Your Retirement Sketchbook" details 125 retirement planning lessons readers can take throughout their lives
Cash Balance Plans Outpace Traditional DB Plans
Of all accruing plans today, 69% are cash balance and only 31% comprise of traditional DB
Retirees Move to Part-Time Work
Many list personal reasons or financial necessities as primary drivers for returning, finds Indeed Flex