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.
Lack of Participant Confidence Among Leading Retirement Issues in 2024
A newly-released MFS report finds a shortage in retirement confidence among participants, and highlights what employers are doing to mitigate it
New Brief Argues for Reallocating 401(k) Tax Expenditures to Social Security
The CRR at Boston College claims that rollbacks from 401(k) tax preferences could help Social Security's long-term funding gap
TIAA and Wyclef Jean Release Song Addressing Retirement Disparities
The insurance organization partnered with several hip hop stars to bring attention to retirement savings for future generations as part of its #RetireInequality initiative
Corporate Roundup: SageView Acquisition, RIA Co-Op Launches
SageView acquires Palmer Retirement Consulting, financial advisors launch a new RIA co-op, Principal appoints the CEO of its Asset Management division, and more
High-Net-Worth Clients Expect ‘Complex’ Services
High-net-worth clients are increasingly showing interest in investment service offerings, including internally managed hedge funds, finds Cerulli
Lack of Financial Literacy Cost Workers $1500 in 2023
When considering the over 240 million adults in the U.S., that figure exceeds to $388 billion this past year alone, finds the NFEC
‘Peak 65’ is Here, and Findings Suggest Annuities Can Protect Income
Report by Alliance for Lifetime Income calls for a “new retirement security framework” to fill retirement income gaps
FinFit Launches Safety Net Solution
The financial wellness firm announced its latest solution catered to those experiencing financial challenges
DOL Unveils Latest Independent Contractor Rule
The DOL says its new final rule would combat employee misclassification, while financial services orgs voice skepticism
T. Rowe Price Forms Global Retirement Strategy Team
The group will be led by Michael Davis, former deputy assistant secretary for the DOL