Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with over six years of experience and a passion for telling stories and reporting news. Amanda received her degree in journalism and government and politics at St. John’s University. She is originally from Queens, New York, but now resides in Denver, Colorado with her partner. In her free time, Amanda enjoys running, cooking, and watching the latest drama show.
Debt Joins List of Competing Retirement Worries for Gen X, Boomers
Credit card and medical debt are among the highest forms of borrowing among the two generations
Plan Sponsors Focus on Retirement with Lifetime Income
The 2025 Enduring Retirement Model Study by MetLife shows that most plan sponsors cannot imagine cutting retirement benefits
Inflation, Retirement Income Among Top Concerns for Gen X and Baby Boomers
Healthcare costs was also named as a leading worry for these age groups, finds the Global Atlantic Financial Group
T. Rowe Price Launches Social Security Analyzer Tool
The product comes as T. Rowe Price also unveils its "The Power of Social Security" resource for financial advisors
Voya Grows Target Date Solutions With Latest CIT Blend Series
The MyCompass Target Date Blend Series will build upon other target date solutions from Voya
LPL Financial Buys Commonwealth in $2.7B Deal
Commonwealth's conversion to the LPL platform is expected to be completed in mid-2026
Lincoln Expands Financial Wellbeing Platform
The expansions include a partnership with Candidly on student loan borrowing
Betterment Unveils Podcast Highlighting Advisor Experiences
Each episode will feature conversations with different financial advisors who share their professional journeys
Corporate Roundup: Waverly Advisors Acquires GGM, Wealth Enhancement Merges with Marcum Wealth
The latest news from Waverly Advisors, Wealth Enhancement, BlackRock, SS&C Technologies, and more
EBRI Analysis Tool Highlights Impacts of Automatic Enrollment
The organization’s RSPM tool shows significantly lower shortfalls for participants enrolled in plans with automatic features