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.
Vestmark, T. Rowe Price Roll Out Personalized Model Portfolios for RIAs
The solution integrates Vestmark’s tax management services with T. Rowe Price’s model portfolio design and investment insights
Alto, Passthrough Collaboration Broadens IRA Access to Private Fund Managers
The initial partnership will focus on education, best practices, and strategic collaboration to help fund managers raise capital from IRA investors
CFP Board Appoints CEO, Betterment, Capitalize Partner on 401(k) Rollovers
Plus, news from MissionSquare, OneDigital, Prime Capital, and more
AI Adoption Doubles Since 2023
RIAs are mainly utilizing the tool for administrative tasks like notetaking and email drafting, finds Schwab Advisor Services
Businesses Integrate ESG Metrics, Avoid DEI in Incentive Plans
The WTW 2025 ESG Incentive Metrics Study is based on an analysis of 1,070 public company disclosures
Financial Stress May Lead Employers to Rethink Benefits Strategy
A growing number of workers name financial stress as a leading workplace distraction in an NFP report
Recordkeepers List PEPs, Personalization as Leading Priorities
Cerulli report finds 63% of recordkeepers expect the rise in PEPs to have a positive effect on business
Rollovers Hit $1 Trillion as Workers Move to Employer Plans
While households still prefer to rollover savings to IRAs, more are choosing to rollover to employee plans instead, reports Hearts & Wallets
Ascensus Hits $300B in 529 Assets
Ascensus saw over 800,000 new 529 accounts open and over $25 billion in contributions in 2025
OneDigital Launches Alts Access in 401(k)s
Private investments will be made available through advisor-managed programs with Apollo, Ares, and Blackstone