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.
PensionBee, SS&C Technologies Launch Safe Harbor IRA
PensionBee and SS&C say the partnership allows former employees to reconnect with their retirement savings and reduces administrative burdens for employers
Alight Unveils Workplace Platform
The platform will build on Alight's AI features as well as its new IRA product
House and Senate Reintroduce CITs in 403(b) Plans Legislation
Both bills would open a path for 403(b) plans to invest in CITs
Corporate Roundup: CFP Board CEO Announces Retirement, HSA Bank Updates Logo
The latest news from CFP Board, HSA Bank, T. Rowe Price, and more
Empower Expands Health Benefits With CDH Offering
The new solution, in partnership with Alegeus, will be available to employers of all sizes
Americans Choose Super Bowl Spending Over Paying Down Debt
Others would rather bet on the game than save towards their retirement, finds market research firm Savanta
Despite Stall, Investors Express Interest in ESG Screens
The interest presents an opportunity for firms, especially as more Millennials accumulate wealth in the coming years, reports Cerulli
FPA CEO Patrick Mahoney Dies Following Cancer Battle
Mahoney was first named as FPA’s full-time CEO in Dec. 2020
Trump Signs Executive Order to Establish Sovereign Wealth Fund
The sovereign wealth fund may be used to buy social media platform TikTok, the president said
Growing Number of Advisors Now Recommend Crypto
As a result, the number of clients investing in digital assets has also increased