Amanda Umpierrez is the Managing Editor for 401(k) Specialist Magazine. With a focus on retirement planning and financial management, Amanda covers topics such as investment strategies, market trends, and regulatory changes that impact retirement savings. She provides valuable insights and analysis to help readers navigate the complex world of retirement planning.
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Amanda Umpierrez's coverage predominantly centers around personal finance, with a particular focus on retirement planning, investment firms, and financial advisors. Her articles frequently cite data and government announcements related to legal policy regulation in the field of personal finance.
Given this focus, Amanda may be particularly receptive to pitches featuring insights from experts in the field of retirement planning or financial advisors who can provide valuable commentary on industry trends, regulatory changes affecting retirement income or investment firms.
As her geographic focus is not specified but given the nature of the topics covered, sources providing insights into global trends or those with expertise specific to regions where notable developments are occurring could be relevant for potential outreach.
This information evolves through artificial intelligence and human feedback. Improve this profile .
Alera Group is acquiring SRPC, in a move that will add $800 million of retirement plan assets under advisement for the firm.
By: Amanda Umpierrez
New York Life has announced the launch of Balance Wellbeing, its new financial wellbeing offering to employees.
Principal Asset Management is launching its International Equity ETF, a large-cap portfolio managed by the Principal equities team.
The Balance Wellbeing platform provides one-on-one guidance from New York Life financial professionals
By: Amanda Umpierrez
Health savings account participation and account balances also grew in 2023, finds research from the PSCA.
Roy Gori will stay on as an advisor at Manulife after retirement to support the transition
By: Amanda Umpierrez
President-elect Donald Trump on Tuesday nominated the former TV show host to lead the Centers for Medicare and Medicaid Services.
By: Amanda Umpierrez
More respondents in a First Merchants Bank study listed streaming as a spending priority compared to retirement planning.
By: Amanda Umpierrez, Vladimir Stanisic Dreamstime
Close to half of respondents in a First Merchants Bank study listed streaming as a spending priority
By: Amanda Umpierrez
Annuity features are steadily rising, as life insurance companies paid out billions of dollars in the benefits in 2023, finds the ACLI.
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