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Amanda Umpierrez

Amanda Umpierrez

Author at 401k Specialist at 401k Specialist

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Location
United States
Languages
  • English
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    Recent Articles

    401kspecialistmag.com

    Younger Workers Financial Challenges on the Rise

    While Gen Z and Millennials admitted to financial hurdles in homeownership and starting a family, many are preparing for retirement instead.
    3 months ago
    401kspecialistmag.com

    Schlichter Bogard Secures $48M Settlement in ADP ERISA Case

    ADP ERISA Settlement requires the payroll processor to pay $48 million to resolve claims involving excessive retirement plan fees.
    3 months ago
    401kspecialistmag.com

    IRS to Issue Opinion Letters for Select Pre-Approved DC Plans

    IRS to Issue Opinion Letters for Select Pre-Approved DC Plans
    3 months ago
    401kspecialistmag.com

    Building Engagement with LinkedIn Newsletters

    LinkedIn strategy expert Lia Bliss returns to SWAY | LIVE to discuss essential engagement strategies for retirement plan professionals.
    3 months ago
    401kspecialistmag.com

    The Standard Welcomes Leaders in Retirement Plan Division

    The Standard this week announced the hiring of a new regional vice president and national sales consultant.
    3 months ago
    401kspecialistmag.com

    Smaller Numbers of U.S. Adults Turn to AI for Financial Advice

    The research from Edward Jones and Gallup surveyed Americans on where they obtain financial guidance.
    3 months ago
    401kspecialistmag.com

    Treasury Department, IRS Issue Guidance on Electronic Rollovers

    The U.S. Department of Treasury and the IRS on Wednesday issued guidance that would simplify electronic rollovers.
    3 months ago
    401kspecialistmag.com

    Delayed Retirement and AI Adoption Among Top Financial Health Trends

    Delayed Retirement and AI Adoption Among Top Financial Health Trends
    3 months ago
    401kspecialistmag.com

    OpenArc Adds Recordkeeper Search Services

    OpenArc announced the expansion of its institutional consulting platform to include independent provider search consulting.
    3 months ago
    401kspecialistmag.com

    3(38) Fiduciary Acquisition Expands Mesirow

    3(38) fiduciary acquisition brings flexPATH's plan-level business to Mesirow, strengthening its outsourced retirement fiduciary solutions.
    3 months ago
    401kspecialistmag.com

    Stash and Capitalize Partner on Retirement Plan Consolidation

    Plus, news from AdvisorFinder, ShareBuilder 401k, and Kestra Financial, in this week's corporate roundup.
    3 months ago