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.
NAPA 401(k) Summit: Leveraging Data to Build Inclusion
A panel at the NAPA 401(k) Summit reviewed why advisors should be digging deeper in plan data
401(k) Benefits Undervalued by Employers
Research from Guideline shows that only 36% of plan sponsors would rate 401(k) plans within their top three workplace benefits
The Basics of Non-Guaranteed Retirement Income Payouts
A recent paper by the IRIC examines the pros and cons of offering NGRIPs in DC retirement plans
Carson Group CEO Steps Down
Chief Strategy Officer Burt White will immediately take over as CEO
NAPA 401(k) Summit: Wealth Management, Retirement Convergence Leads Conversations
The confluence of wealth and retirement advice was a trending topic among panels at the NAPA 401(k) Summit
NAPA 401(k) Summit: Finalist Presentations Do’s and Don’ts
Day two of the NAPA 401(k) Summit featured recommendations on winning your next finalist presentation with prospective clients
2024 NAPA 401(k) Summit: Driving Insights and Outcomes with AI
Financial professionals will need to embrace artificial intelligence technology in order to deliver comprehensive retirement strategies, say panelists at the NAPA 401(k) Summit
NAPA 401(k) Summit Touches Down in Nashville
401(k) Specialist will be en route to the Music City this weekend
Corporate Roundup: Ascensus Surpasses $1B in State-IRAs, NEPC Names DC Solutions Lead
Ascensus passes $1 billion in state-facilitated retirement plans, NEPC announces new head of its defined contribution solutions team, and more
Mutual Funds Experience Resurgence in February
Mutual funds saw a rebound for the first time since 2021, reports new research from Cerulli Associates