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.
Nationwide Shakes Up Sales Leadership
Nationwide announced several sales leadership updates across its Group Benefits and Annuity businesses. According to the organization, Amy…
Gusto Acquires Business Compliance Platform; Pello Companies Buys Morningstar Subsidiary
Plus, news from PCS Retirement, Fiducient Advisors, Hightower, Securian Financial, and MissionSquare
SEC Appoints New Division of Enforcement Director
David Woodcock’s appointment comes as the SEC expects “significant course corrections” over the next year
Equitable Launches 403(b) PEP Aimed for Nonprofits
The PEP builds on Equitable’s 401(k) PEP for small and medium-size businesses and expands on the firm’s Retirement Access Suite
Osaic Selects 401GO to Automate Services
The strategic partnership aims to remove administrative tasks for advisors who want to prioritize client growth
Consumers Can Lift Retirement Income by 30% When Using This Strategy
New findings from TIAA look at paths workers can take to increase retirement income
Plan Sponsors Optimistic Over Participants’ Retirement
MFS findings highlight increase in plan sponsor, participant confidence over the last year
Orion, Pontera Grow Partnership for Retirement Account Automation
The expanded partnership will pull retirement accounts directly into Orion Eclipse Workflows
Treasury Department Pins BNY, Robinhood for Trump Account Management
The two financial institutions are the first to join the Trump Accounts program
Ascensus Taps President of Retirement
Dan Morrison has over 25 years of experience in the defined contribution (DC) and retirement market space