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.
Corporate Roundup: TRPG Acquires Wealth Manager, 401GO, Northwestern Mutual Hires
The latest news from The Retirement Planning Group, 401GO, and Northwestern Mutual
More Black, Hispanic, and Latina Women Investing to Grow Generational Wealth
Seventy-four percent of Hispanic and Latina women and 69% of Black women credited building generational wealth as their motivation to start investing, finds J.P. Morgan Wealth Management
‘Financial Grit’ Among Key Behaviors Overcoming Savings Vortex
The annual study by Goldman Sachs Asset Management identifies leading behaviors and benefits that can help workers achieve retirement success
New Coalition Promotes ESOP Adoption
Expanding ESOPs seeks to increase usage of partial ESOPs, where employees own a fraction of the company they work for
Credit Card Debt, Caregiving Among Key Financial Strains for Participants
Others surveyed by Edelman Financial Engines list inflation and market volatility as top financial worries
Past Market Volatility Drives Skepticism Among Investors
Respondents to an Allianz Life survey worry about future volatility, and are especially concerned about the general election's impact to the markets
Department of Labor Appeals Two Stays on Fiduciary Rule
The DOL is appealing two stays that sought to delay the implementation of its Retirement Security Rule
Americans Look to 2024 Election Amid Medicare Concerns
Almost half of respondents to a Nationwide survey named Medicare's stability as their top health care concern
Envestnet Introduces New Technology for RIAs
Among the new launches include features in Envestnet's Retirement Marketplace, Trading and Reporting, and Client Portal systems
Lincoln Financial Launches Parental Leave Benefit
The service educates employees on leave benefits and allows workers to map out their own leave plan, among other features