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.
Custodia Financial Introduces Insurance Product for Retirement Loan Protection
Custodia Financial's product would protect participant's loan payments if they become unemployed
How Advisors Can Assist Clients with the Latest Social Security Breach
Experts explain the top tips for protecting clients' retirement accounts and Social Security benefits
Corporate Roundup: Mercer 401(k) and PEP Top $3.5B, Principal Appoints COO
The latest industry news from Mercer, Principal, and Ascensus
Social Security FOMO May Result in Losing Out on Benefits
Americans are increasingly concerned about retirement income, yet some of their actions could result in missing out on money down the line, reports Schroders
Commonwealth Secures $7M Funding from JPMorgan for Low-Income Initiative
The program by Commonwealth plans to improve the financial wellbeing of 2.5 million LMI households
Despite Confidence in Healthcare Decisions, Americans Concerned About Costs
A third of consumers reported facing concerns over affording healthcare costs, finds HSA Bank
IRS Issues Guidelines on Retirement Matches for Student Loan Repayments
The IRS addresses several plan administration issues regarding matching contributions and QSLPs in its newest guidance to plan sponsors
Enhanced Advisor Engagement Leads to Happier Employers
Employers report being "highly satisfied" with their advisor partners, as more push to work with professionals past the 401(k) plan
SigFig Incorporates AI to Advisor Platform
AI Wealth Management with SigFig Engage empowers advisors with smart tips, automation, and tools to enhance client engagement.
Vanguard to Introduce Additional Municipal ETFs
Vanguard announced its expansion into municipal exchange-traded funds (ETFs) with the introduction of its Vanguard Core Tax-Exempt Bond…