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.
Workers Consider Needing $1M to Retire
Yet only 27% believe they’ll hit that goal, reports Betterment at Work
Mai Capital Management Buys LWA
The addition of LWA is set to further expand MAI’s presence in Maryland
Commonwealth’s CenterBridge Joins Independent Financial Partners
Customized tech and a value-participation program inspired CenterBridge’s decision to sign on with IFP
Trump Signs EO Challenging Proxy Advisors Promoting ESG, DEI Investing
The executive order also accuses two major proxy advisors of promoting the social investments
Micruity Raises $20M, WIPN Introduces 2026 Board of Directors
Plus, news from Human Interest, Voya, SAVVI Financial, NFP, Creative Planning, and more
Employee Participation in 403(b) Plans Jumps for 2024
The annual survey from PSCA finds increases in automatic features and advice among nonprofit plans
AI Technology ‘Key Differentiator’ Among Retirement Plan Websites
Among the top rankers for website experience adopted AI features into their sites
Future Retirees Picture a Retirement ‘Filled with Adventure’ Compared to Past Generations
Workers today are also prioritizing time and health over a higher-paying career and money, Edelman Financial Engines finds
TIAA Broadens Access to Financial Advice with Latest Campaign
The rebrand aims to help educators, healthcare workers, researchers, and public servants “across all life stages” prepare for retirement
Vestwell to Acquire Accrue 401k
Accrue 401k plans—a result of Gusto’s acquisition of Guideline—are expected to move to Vestwell’s platform in early 2026