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.
GWN Selects Parrot AI to Automate Advisor Workflow
With this expansion, GWN said its deepening its investment in an AI-native advisor experience designed to return time to advisors, strengthen client relationships, and support scalable growth
Nationwide Shakes Up Sales Leadership
Nationwide annuity distribution sees new leadership as Ann Raible and Brad Carrier take joint roles driving growth and strategy.
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