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.
TIAA Report Connects Retirement Confidence to Fluency
A new benchmark for Financial Literacy Month gauges how well participants understand Social Security, Medicare, and other retirement savings topics
Ascensus to Buy Vanguard’s Individual 401(k), Multi SEP, and SIMPLE IRA Plans
The move will expand Ascensus' footprint among small business retirement plans
More Women Express Concerns in Affording Future Finances and Health Costs
The report by the National Council on Aging and WISER shows women across all demographics face financial and health insecurity
Insurance Trade Groups Flag Concerns Over DOL Fiduciary Rule Process
A number of insurance organizations called on the Department of Labor to stop on finalizing its fiduciary rule and instead continue its public comment period
Participants Prefer SECURE 2.0 PLESA Benefit Over Withdrawal Feature
While respondents generally liked both offerings, more were partial to the $2,500 PLESA benefit
Gen Zers, Baby Boomers Prefer Southern Living in Retirement
In fact, all generations surveyed in the GoBankingRates report say they would rather go to the south for retirement
RIAs Forecast ‘Mildly Positive’ Economy in 2024, Despite Volatility Pickups
The new quarterly index by Security Benefit gauges RIA sentiment on economic conditions from 0 to 100, setting a benchmark score of 58 in its first edition
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