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.
HSA Assets Reach $146 Billion
The growth in assets comes as Morningstar releases its top HSA provider assessments
Toland Launches ‘Hub’ to Search Annuity Options
The subscription service allows fiduciaries to search over 30 lifetime income products
Morgan Stanley Opens Crypto Investing to All Wealth Clients
The investment firm previously only offered crypto investing to clients in taxable brokerage accounts with aggressive risk tolerances and who held over $1.5 million in assets
New Bill Would Codify Trump Alts in 401(k)s EO
The Retirement Investment Choice Act would turn Trump's August executive order into law
SageView President to Lead Retirement Solutions at Creative Planning
The appointment follows Creative Planning’s Oct. 9 acquisition announcement of SageView
Senate Passes ESOP Legislation
Two bills that would promote ESOPs now move forward to the House of Representatives
Wilmington Trust Announces Executive Leadership Promotions
Frank Sutton has been named chief fiduciary officer and Marguerite Weese has been named chief wealth strategist
Transamerica, Fiducient Advisors Launch 403(b) PEP
The plan structure is designed to customize eligibility, matching formulas, and contribution designs
Official Social Security COLA Expected in Late October
The announcement comes just a day after BLS sources say some will be called back to work to help release CPI data
Ascensus Sets Next Phase of Leadership, Transamerica Taps CIO
News from Ascensus, Transamerica, Nationwide, Strongpoint Partners, PSCA, and more