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.
Making Financial Resolutions a Reality
Lincoln Financial Group issues report on helping participants realize their financial goals for 2024
Number of Older Workers Doubled From 1987
The growth in workers ages 65 and older could be linked to a rise in population, higher education levels, health factors, and retirement readiness, finds the Pew Research Center
Fiduciary Comments Hit 16k as DOL Releases Hearing Transcripts
The Department of Labor sees an influx of comments on the proposed rulemaking, as the federal agency issues transcriptions on early December hearings
Americans Struggled with Retirement Planning in 2023
The Society of Actuaries looks at the retirement planning challenges of the past year and how it will impact individuals in the future
One Year Later: SECURE 2.0 Impacts on Retirement Plan Advisors
A new Escalent report looks at the top SECURE 2.0 provisions influencing advisors, from RMDs to catch-up contributions
Corporate Roundup: Vanguard Leadership Changes, Ascensus Team Expansions
Vanguard appoints new head to Financial Advisor Services division, Ascensus adds new members to its Retirement Distribution team, and more
Disney-Style Retirement Living Coming to North Carolina in 2027
Second “Storyliving by Disney” retirement community in early stages of planning
Caregivers Look to Employers for Financial Wellbeing
The report by EBRI advises employers to consider how caregivers engage with their financial wellness offerings
Participant Demand, Auto-Features Among Top Predictions for Retirement Income
The IRIC predicts growing interest, customized solutions, and more in retirement income for 2024
Leading 2024 Trends Facing Financial Advisors
A new report by Envestnet forecasts the latest trends for the financial advisory industry in the coming year