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.
DOL Releases 2026 Enforcement Projects
Today’s issuance comes just days after EBSA filed a proposed rule on alts in 401(k) plans
Inflation, Market Uncertainty Drive Advisor Skepticism
Security Benefit Q4 findings show advisors have grown increasingly cautious of the market over 2025
Russell Investments, ICI, Pledge Trump Account Contributions
The news follows contribution announcements from billionaires Ray Dalio and Michael and Susan Dell
Sen. Warren Pushes SEC for Info on Crypto in 401(k) Plans
Ranking Member Warren also voiced concerns over Senate Banking Committee negotiations that would create a “tokenization loophole” for blockchain to dodge SEC authority
Managed Accounts May Drive Higher Wealth Values
Morningstar uses its newest framework to analyze how managed account usage could impact retirement across several participant segments
Plan Sponsors, Participants May Target Income Solutions in 2026
Experts from Athene, Apollo, and Vitera argue the case for lifetime income products in new report
Apollo Backs Russell Investments with $1.2B Financing
The refinancing will not change Russell Investments’ ownership structure or day-to-day operations
Talcott Introduces Fixed Annuities
The offerings focus on accumulation and guaranteed income
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