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.
CFP Board Taps New Chair, AB Appoints President
Plus, the latest news from The Retirement Advantage, Financial Planning Association, FINRA, Morningstar, and more
PPA 20th Anniversary, Continuing Litigation Risk Among Key Themes Shaping 2026
A new MFS report looks at coming retirement industry themes for 2026, including alts in retirement plans and focuses on AI
A Look at the Latest Social Security Bills Circling Congress
401(k) Specialist explores the legislation targeting Social Security reform today
Plan Sponsors Express Interest in Private Market Assets
Despite the interest, employers remain skeptical and concerned, finds Cerulli
HELP Subcommittee Explores Annuity Usage in DC plans
The HELP Subcommitee held a hearing examining the impacts of lifetime income options in plans and if Congress should enact laws that would support the features
Gen Z, Millennials Get Ahead at Saving for Retirement
These age groups are also more engaged with retirement planning and are likelier to seek help from retirement plan providers and advisors, Nationwide reports
Morgan Stanley Submits SEC Filing for Bitcoin and Solana ETFs
Both trusts would be sponsored directly by Morgan Stanley Investment Management
HSA Balances Rise Again in 2025
Lively’s report shows an 11% year-over-year growth in account balances
Frontline Workers Report Increasing Financial Stress
Artificial intelligence (AI) features may help lessen some of the strain, UKG reports
Americans Face Financial Strain Moving into 2026
Respondents to the Allianz Life survey list increased day-to-day costs and smaller income as the primary drivers of the stress