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.
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
Retired Women Cite Costs as Top Retirement Surprise
Despite the shock, 51% of retired women describe their financial health as “good” or “very good"
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"
IRS Issues Reminder on RMD Deadlines
RMDs apply to original account holders and their beneficiaries with IRAs, employer-sponsored retirement plans, and Roth IRAs
Vanguard Launches Advice and Wealth Management Division
Industry veteran and member of Vanguard's senior leadership team Joanna Rotenberg will helm the new division
Transamerica Releases 401(k) PEP Solution
The solution will include professional services from DWC - The 401(k) Experts, Transamerica and Leavitt Retirement Partners
Corporate Roundup: Prudential Appoints CEO, Vanguard Senior Leader to Retire
The latest news from Prudential, Vanguard, and Nationwide
Trump Nominates Fiserv CEO Frank Bisignano to Head Social Security
Bisignano has previously worked for JPMorgan Chase, Morgan Stanley, Citigroup and Shearson Lehman Brothers
How Advisors Can Prepare for the $124T Wealth Transfer
Expected through 2048, the Great Wealth Transfer presents opportunities for advisors to build on their practice
Trump Nominates Crypto Backer Paul Atkins to Lead SEC
Atkins has a track record of crypto-friendly moves, including serving as co-chairman of crypto advocacy group Digital Chamber's Token Alliance