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.
Finke, Toland, Introduce Retirement Withdrawal Alternative to 4% Rule
The IncomePath strategy focuses on providing flexible spending arrangements for participants, rather than a set withdrawal rate
Fidelity Unveils Student Loan Solution Boosting Retirement Savings
The Student Debt Retirement platform allows employers to contribute to a participant's retirement account as workers pay down their student loans
Voya Launches Managed Account Specialist Team to Advance Education and Growth
The new team will focus on growing managed account usage across Voya's platforms
Black Americans Remain Positive Despite Financial Anxieties
Black respondents were likelier to believe their financial health will improve in 2024, found a survey by Achieve
Corporate Roundup: OneDigital Acquires Wintrust’s Retirement Division; CAPTRUST, Pontera Partnership
OneDigital acquires Wintrust Bank's retirement plan business, CAPTRUST partners with Pontera on wealth management capabilities, and more
Nearly Three Quarters of Higher Ed Institutions List Retirement Readiness as Top Concern
Transamerica's latest Pulse survey lists participants' retirement preparedness as a leading worry among institutions, but rising costs of living and inflation take the top concern for all
Employers See Positive Returns When Offering Emergency Savings Benefits
A new study by Inspira Financial finds that 81% of plan sponsors who offer emergency savings feature have seen a positive ROI
Institutional Investors, Asset Managers, Shift to Net-Zero Targets
Twenty-five percent of asset owners say they're planning to create a formal net-zero commitment within the next 12 months, finds Cerulli
Participants are Failing at Retirement Literacy
Most Americans scored a 31% on their retirement literacy in a recent study by The American College of Financial Services
NAGDCA Highlights Public Sector DC Plans in Latest Retirement Research
The report was created to address a “significant lack of attention” and understanding of public sector DC plans and to help public sector employees adequately save for retirement