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.
Industry Groups Respond to Trump’s Retirement Plan for Workers Lacking 401(k) Access
Trump’s announcement prompted reactions from the ICI, ARA, IRI, and more
Executive Q&A: Curtailing ERISA Litigation and Understanding Best Practices with Bonnie Treichel
Highly regarded ERISA attorney Bonnie Treichel, Founding Partner and Chief Solutions Officer of Overland Park, Kan.-based Endeavor Law, explains the common misconceptions surrounding ERISA lawsuits and how plan sponsors and advisors can curb potential risk
Employees Link Retirement Plan Accessibility as Top Reason for Participating
Almost all respondents in the ICI survey said that participating in the accounts helped them consider retirement savings over short-term needs
Carta Launches 401(k) Platform Using Morgan Stanley Consulting and Vestwell Technology
The partnerships with Morgan Stanley and Vestwell will build upon its suite of services for private companies, Carta says
Utah Senate Signs Off on Retirement Plan Exchange Bill
The bill would create a marketplace for private employers to review and compare different retirement plan coverages for employees
Small Businesses Push Retirement Savings Access for 5.6 Million Employees
The findings from Gusto highlight a growing trend among small businesses to offer retirement plans
Fiduciary Services Group Buys Future Planning Associates
FPA says the partnership provides a pathway for growth while preserving its goal of offering personalized services
Merit Financial Acquries GlennCo
The wealth management firm was previously affiliated with Commonwealth
TIAA, Capitalize Collaborate to Simplify Rollover Experience
Plus, news from Betterment, Securian Financial, Northern Trust, and more
Retirement Confidence Dips for Middle-Income Americans
High costs plus concerns over Social Security insolvency have led middle-income workers between the ages of 50 to 85 to feel less assured about retirement