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.
Self-Directed 401(k)s Fall 9.2% From Q2 2023
While recent data from Charles Schwab shows a dip among SDBAs in Q3 2023, year-over-year increase still remained up
Alera Acquires Retirement Plan Practice Fraser Group
Industry leader George Fraser and his team will continue their existing roles and combine operations with Alera's retirement plan services division
Delaware the Latest to Offer State Auto-IRAs
The first state will be joining the Partnership for Dignified Retirement, which includes Colorado and Maine and who provides automatic IRA programs to state workers
IBM 401(k) Replacement Elicits Questions from Retirement Leaders
The company's move to change its 401(k) match poses the question of a bigger shift to the defined benefit market
SEC Charges Wealth Manager Over Reg BI Violations
Laidlaw & Co. has agreed to pay more than $800,000 in part of a settlement with the SEC
Brighthouse Releases Fixed Indexed Annuity Suite
Brighthouse's new SecureKey touts growth opportunities and protection against market loss
More Americans Expect to Delay Retirement to Age 63
Those who don't have any financial plan in place plan to delay a full five years more, finds Empower
Only 6% of Higher Ed Institutions to Join Pooled Plan Solutions
The report by Transamerica analyzes how pooled plan arrangements can increase access and retirement savings for participants in higher ed institutes
Corporate Roundup: 401GO Launches IRA, Waverly Acquires Prosper
401GO announces the release of its IRA solution, Waverly Advisors announces acquisition of Prosper, and more
Millennials to Emphasize Retirement Savings Come 2024
Voya reports 95% of Millennials believe that making contributions to their retirement plan is extremely important or important