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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

Stash and Capitalize Partner on Retirement Plan Consolidation, Voya to Service D.C. Public Retirement Plans

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By Amanda Umpierrez Verified
| 401(k) Specialist Verified
Stash and Capitalize this week announced a new partnership to simplify consolidation for retirement savings. Through the partnership, Stash has integrated Capitalize’s Embedded Rollover API, allowing customers to transfer legacy 401(k) accounts into individual retirement accounts (IRAs) directly within Stash’s application. “Too many Americans leave retirement savings behind when they change jobs because rolling over an old 401(k) is harder than it should be.
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Democrats, Republicans Agree on Social Security Solvency Proposals

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By Amanda Umpierrez Verified
| 401(k) Specialist Verified
Without Congress intervention, it’s likely that Social Security’s trust funds will deplete to only pay out 77% of benefits starting in 2032. As no proposals to fix the impending insolvency have been passed by the federal government, a new survey asked nearly 20,000 Americans how they would tackle the budget deficit.
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Retirement Confidence Lags Among Childless Adults, Allianz Life Says

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By Amanda Umpierrez Verified
| 401(k) Specialist Verified
New research from Allianz Life claims that Americans without children are “significantly less” confident about meeting retirement goals. The 2026 Annual Retirement Study from the Allianz Center for the Future of Retirement, part of Allianz Life, found that individuals without children are least likely to feel confident in their ability to meet their retirement savings goal (54%), compared to those with kids (72%).
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