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.
Women’s Retirement Savings Challenges Highlighted in TCRS Survey Report
Transamerica Center for Retirement Studies releases 23 facts about women's retirement outlooks in honor of annual survey
Expect Conversations About Finances at the Dinner Table This Holiday Season
Younger generations say they’re interested in speaking about their finances with family members sooner rather than later, finds Northwestern Mutual
Almost Half of Workers Plan For Long-Term Care Needs
Individuals tend to make plans for long-term needs and expenses between the ages of 55 to 59, finds Transamerica's new caregiving survey
Credit Card and Medical Debt Among Leading Causes for Retirement Delay
Gen Xers were particularly likely to cite debt as a top reason on why they're postponing retirement
Breaking Down the DOL’s Five-Part Test
The history behind the test and where it could potentially stand with the new fiduciary proposal
Corporate Roundup: CAPTRUST Acquires $1.3B Firm, IRI Board of Directors
CAPTRUST announces its acquisition of Normann Financial, T. Rowe Price names independent director, and more
‘Sandwich Generation’ Now Includes Millennials
A New York Life survey found 66% of self-reported caregivers are now Millennials, compared to 23% of Gen Xers
Employees See Workplace Plans as ‘Key Vehicle’ for Retirement
Buck's latest research surveys DC participants on their retirement attitudes, finding that most expect their employer-sponsored plan to finance retirement
Younger Workers Likelier to Become Caregivers
A report by the TIAA Institute and the University of Pennsylvania School of Nursing finds that younger workers are increasingly becoming caregivers due to longevity impacts
Fidelity Expanding TDF Lineup with CITs
The investment manager is introducing multiple CITs at a time when more employers indicate interest in offering alts