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.
Managed Accounts May Drive Higher Wealth Values
Morningstar uses its newest framework to analyze how managed account usage could impact retirement across several participant segments
Plan Sponsors, Participants May Target Income Solutions in 2026
Experts from Athene, Apollo, and Vitera argue the case for lifetime income products in new report
Apollo Backs Russell Investments with $1.2B Financing
The refinancing will not change Russell Investments’ ownership structure or day-to-day operations
Talcott Introduces Fixed Annuities
The offerings focus on accumulation and guaranteed income
CFP Board Taps New Chair, AB Appoints President
Plus, the latest news from The Retirement Advantage, Financial Planning Association, FINRA, Morningstar, and more
PPA 20th Anniversary, Continuing Litigation Risk Among Key Themes Shaping 2026
A new MFS report looks at coming retirement industry themes for 2026, including alts in retirement plans and focuses on AI
A Look at the Latest Social Security Bills Circling Congress
401(k) Specialist explores the legislation targeting Social Security reform today
Plan Sponsors Express Interest in Private Market Assets
Despite the interest, employers remain skeptical and concerned, finds Cerulli
HELP Subcommittee Explores Annuity Usage in DC plans
The HELP Subcommitee held a hearing examining the impacts of lifetime income options in plans and if Congress should enact laws that would support the features
Gen Z, Millennials Get Ahead at Saving for Retirement
These age groups are also more engaged with retirement planning and are likelier to seek help from retirement plan providers and advisors, Nationwide reports