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.
Alera Adds The Standard to PEP Offering
The new partnership means The Standard will work as the pooled plan provider and 3(16) fiduciary
DOL Finalizes Amendment to QPAM Exemption
The final amendment responds to changes in the financial services industry since the exemption’s 1984 establishment
Freedom Fiduciaries Addresses Bac(k) Office Overloads with Freedom 360
The retirement consulting firm is tackling administrative tasks with its new Freedom 360 plan management system
More Working Americans ‘Living Paycheck-to-Paycheck’
As a result, over a third of workers are spending hours worrying about their finances and even taking personal time off at work
Corporate Roundup: Alera Group, Vestwell Partnership, Equitable Leadership Appointments
Alera Group and Vestwell launch a new workplace retirement solution aimed at small businesses, Equitable announces new leadership changes, and more
Washington Joins States Enacting Auto-IRAs
The state now joins the ranks of Colorado, Maine, Vermont, and more who have all implemented automatic savings programs for employees
ADP to Introduce Student Loan Benefits with Summer
Employers who use ADP’s 401(k) retirement solutions can opt-in to match employee’s qualifying student loan payments into their retirement plans
Women Feeling Derailed With Retirement Savings
Two separate reports point out declines in financial confidence and longevity concerns among women investors
CITs Dominate Investment Strategies for 2023
Morningstar's latest report finds that CITs are on pace to overtake mutual funds as the most popular target-date vehicle in 2024
Trump and Biden: What the Candidates Say About Social Security
President Biden vows to protect Social Security while Trump flip-flops between stances on the retirement benefit