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.
LPL Financial Buys Commonwealth in $2.7B Deal
Commonwealth's conversion to the LPL platform is expected to be completed in mid-2026
Lincoln Expands Financial Wellbeing Platform
The expansions include a partnership with Candidly on student loan borrowing
Betterment Unveils Podcast Highlighting Advisor Experiences
Each episode will feature conversations with different financial advisors who share their professional journeys
Corporate Roundup: Waverly Advisors Acquires GGM, Wealth Enhancement Merges with Marcum Wealth
The latest news from Waverly Advisors, Wealth Enhancement, BlackRock, SS&C Technologies, and more
EBRI Analysis Tool Highlights Impacts of Automatic Enrollment
The organization’s RSPM tool shows significantly lower shortfalls for participants enrolled in plans with automatic features
401GO Grows Retirement Investment Offerings with Mesirow
With the partnership, advisors can access Mesirow's 3(38) fiduciary services through the 401GO platform
Oz Moves Past Committee, Heads for Full Senate
The Senate Finance Committee voted 14 to 13 along party lines to progress Oz’s nomination to the full Senate
Financial Literacy Attendance Grows, Yet Knowledge Gaps Persist
Research from MissionSquare Retirement and Junior Achievement analyzes the impact of financial literacy courses on teens
Savers Question Social Security Administration’s Promise to Pay Out Benefits
However, T. Rowe Price experts say the distrust among certain workers could be superficial
Federal Judge Temporarily Blocks DOGE Access to Social Security Info
U.S. District Judge Ellen Lipton Hollander has blocked DOGE from accessing and tampering with sensitive SSA information and data