Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news. She is originally from Queens, New York, but now resides in Denver, Colorado.
Fiduciary Services Group Buys Future Planning Associates
FPA says the partnership provides a pathway for growth while preserving its goal of offering personalized services
Merit Financial Acquries GlennCo
The wealth management firm was previously affiliated with Commonwealth
TIAA, Capitalize Collaborate to Simplify Rollover Experience
Plus, news from Betterment, Securian Financial, Northern Trust, and more
Retirement Confidence Dips for Middle-Income Americans
High costs plus concerns over Social Security insolvency have led middle-income workers between the ages of 50 to 85 to feel less assured about retirement
SEC Backs New FINRA $300 Limit on Gifts
The approval was filed by the SEC on Wednesday in the Federal Register
DC Plans Trend to Passive TDFs as More Terminate Managed Accounts
NEPC’s DC Plan Trends Study highlights participant behavior in recent years
Workers Using Side Hustles to Redefine Retirement
Individuals are working extra gigs to subsidize income, yet some continue to tap into retirement funds
Mission Wealth Integrates with RightPath
RightPath says the integration aligns its personalized retirement planning expertise with Mission Wealth's national advisory services.
StraightLine Partners with Financial Wellness Labs on Retirement Readiness
StraightLine expects the model to be particularly effective in nonprofit, academic, and healthcare sectors
Gen Z Prioritizes Financial Stability—From Romantic Decisions to ‘401(k) Mullets’
The youngest working cohort is defining what financial responsibility looks like to them, from personal relationships to style choices