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.
MissionSquare Shrinks Fund Costs, Wealth Enhancement Acquisition
The latest news from MissionSquare, Wealth Enhancement, Osaic, Modern Wealth, and more
DOL, Industry Leaders React to Trump’s EO Signing on Private 401(k) Funds
Organizations and firms issued their support for the new executive order expanding access of alternative investments to DC retirement plans
Retirement Expectations and Realities Largely Misaligned Among Participants
Education and proper guidance could help near-retirees better prepare for the financial and emotional hurdles in retirement, MFS research notes
How Advisors Can Help Employers Maximize HSA Strategies
A report from Lively looks at the top action items for employers who want to elevate healthcare education for participants
IRALOGIX Rolls Out Digital Platform to Streamline IRA Administration
The Workplace Retirement Plan Portal focuses on automation for small to midsize employers who offer IRAs
Bumping the Social Security FRA While Shielding Benefits for Low-Income Workers
Economists Andrew Biggs and John Shoven provide solutions to Social Security insolvency while protecting benefits for low-income Americans
Financial Optimism Rises Among Advisors and Investors
The findings from the CFP Board show a 20% decline in the number of clients with a negative financial outlook
Human Interest Announces $50M Investment from Morgan Stanley Tactical Value
The investment brings the firm to over $700 million in funding
Vanguard Expands Fixed Income Model Portfolio Lineup
The additions come as Vanguard introduced its first two fixed income models in May 2025
SWAY | LIVE 2025 Heads to Milwaukee
The event aims to connect 401(k) industry professionals with personal branding and marketing strategies