Organizations including Sierra Club, Public Citizen, and As You Sow have offered some of the earliest comments on the DOL's final ESG rule. 401kspecialistmag.com/early-reaction…

A new Morningstar, Inc. study dives into the complexities, nuances, and parallels of eight countries with top-rated retirement planning systems. 401kspecialistmag.com/morningstar-st…

That’s it: 2023 is the year I will get Spotify

The U.S. Supreme Court has agreed to review the legality of President Joe Biden’s student debt relief program. 401kspecialistmag.com/supreme-court-…

Those two games today have me going into the weekend like 🤯🫣 #FIFAWorldCup

Alotttt of immediate financial resolutions for 2023!

Working with clients on their financial resolutions for 2023? I’d like to hear what those are! DM me or email at [email protected]

let's heat things up: winner gets to have the next season of The White Lotus in their country

This is the best season of cspan…ever.

Asset managers Fidelity Investments and Putnam Investments have announced new ESG and sustainable offerings to its retirement savers. 401kspecialistmag.com/fidelity-and-p…

The Supreme Court has started listening in on arguments concerning President Biden's student loan debt relief plan. 401kspecialistmag.com/supreme-court-…

Some more exciting news today - President Biden set to nominate civil rights attorney and Deputy Secretary Julie Su to head the DOL. 401kspecialistmag.com/biden-to-tap-j…

Republican presidential candidate Nikki Haley called for changing the retirement age and other entitlement reforms during a town hall meeting in Iowa on Wednesday. 401kspecialistmag.com/nikki-haley-pr…

The crash of Silicon Valley Bank and additional bank failures underscore the relevance behind proactive financial and retirement planning. 401kspecialistmag.com/what-the-svb-c…

Still so disappointed w/ the lack of POC representation in Denver’s political coverage last night—from reporters to political experts. Denver has a 30% Latino population,& still that continues not to be reflected in mainstream coverage. It’s not enough to have one Latina reporter

Speaking at the #NAPA401kSummit, panelists discussed how advisors can be more inclusive in their practices to ultimately establish a “belonging” environment. 401kspecialistmag.com/2023-napa-401k…

Experts at the #NAPA401kSummit discussed how plan advisors can take advantage of provisions in SECURE 2.0 for the small plan market, and the possibility of future legislation. 401kspecialistmag.com/2023-napa-401k…

The SEC released its third and final staff bulletin in a series on Regulation Best Interest guidance on Thursday, just days after the agency faced accusations that it is considering rewriting the regulation. 401kspecialistmag.com/sec-publishes-…

Nice work Amanda Umpierrez 401k Specialist Magazine - findings show households underestimate their level of #retirement risk & higher-income households were most likely to underestimate their risk tolerance CRR Boston College