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.
Supporting Accessibility in Retirement Planning
Collaboration between Nationwide Retirement Solutions and the City of Seattle drives linguistic inclusivity in the city’s retirement plans
Corporate Roundup: PensionBee Expands to U.S., JULY Acquires TPA
Our corporate roundup this week features news from PensionBee, JULY, PCS Retirement, and more
American Trust Retirement Launches WorkSaveRetire
The program eases administrative responsibilities for advisors to better run their business
‘Peak 65’ Women Face Retirement Risks
Over half of women in the "Peak 65" demographic have less than $100,000 in retirement assets, reports Alliance for Lifetime Income
Department of Labor Calls For Nominations to ERISA Advisory Council
The deadline to submit nominations is August 26
Managed Account Consolidation Slowly Growing
Still, adoption among advisors is growing in small doses, finds Cerulli
Employees Amplify Concerns Over Financial Emergency Impacts
A quarter of participants surveyed are also borrowing from their retirement accounts, finds research from OneDigital
Understanding the Retirement ‘Crisis’
A new report by PGIM analyzes whether the U.S. is undergoing a retirement crisis, and how investors are responding
Gen Zers are ‘Loud Budgeting’ to hit Savings Goals
Over one-third of Gen Zers are comfortable vocalizing their savings goals with loved ones, finds Bank of America
Voya Celebrates 10 Years with myOrangeMoney
The firm’s myOrangeMoney experience offers retirement income strategies to help users reach savings goals