Amanda Umpierrez on Muck Rack

Amanda Umpierrez

Verified
Denver
As seen in: 401(k) Specialist, Men's Journal, Cheddar News, PLANSPONSOR, PLANADVISER, The Torch Online, The Wealth Advisor, KCD PR, BISA Portfolio
Managing editor @401kspecmag. Queens native. She/her. Opinions my own.

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Articles

Retirement Clearinghouse, Deloitte Expand Retirement Portability Services

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By Amanda Umpierrez Verified
| 401(k) Specialist Verified
Deloitte and Retirement Clearinghouse (RCH) last week announced a new partnership to address retirement savings portability. The new collaboration will use Deloitte’s services to expand adoption of RCH’s technology, and aims to help participants, especially lower-income workers, transfer retirement accounts seamlessly. “Lower wage workers have too often faced structural barriers that make it harder to build, retain and grow retirement savings over time,” said Robert L.
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Caregivers Voice Retirement Concerns as Many Struggle Financially

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By Amanda Umpierrez Verified
| 401(k) Specialist Verified
Workers can set aside savings for an emergency, a new home, and for retirement. Yet, what they tend to miss is planning for potential caregiving responsibilities. Western & Southern Financial Group surveyed 1,008 middle-aged Americans who currently offer financial support, hands-on care, or both for an aging parent or in-law, finding that many have delayed retirement or have prioritized caregiving duties over work responsibilities.
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Principal Expands Income Suite

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By Amanda Umpierrez Verified
| 401(k) Specialist Verified
Principal Financial Group is expanding its Principal income suite with additional offerings designed to help Americans turn savings into guaranteed income throughout retirement. The new savings vehicles offers the ability for participants to generate lifetime income and will be available within an employer’s defined contribution investment lineup. It will include the Principal LifeTime Income Builder Index collective investment trusts (CITs) target date funds (TDFs).
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