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.
IRAs, 401(k)s, Drive Growth in U.S. Retirement Assets
ICI data shows assets in government and private-sector DB plans also increased in Q3 2025
Nationwide Welcomes New Leaders, Income Lab Launches AI Scribe
Plus, news from PensionBee, Hightower Advisors, Ascensus, Sharebuilder 401k, and more
Financial, Retirement Stress Influences Employee Performance
Even if employees want to engage, many report hurdles that block them from participating in financial wellness resources and advice, CAPTRUST reports
DOL Releases 2026 Enforcement Projects
Today’s issuance comes just days after EBSA filed a proposed rule on alts in 401(k) plans
Inflation, Market Uncertainty Drive Advisor Skepticism
Security Benefit Q4 findings show advisors have grown increasingly cautious of the market over 2025
Russell Investments, ICI, Pledge Trump Account Contributions
The news follows contribution announcements from billionaires Ray Dalio and Michael and Susan Dell
Sen. Warren Pushes SEC for Info on Crypto in 401(k) Plans
Ranking Member Warren also voiced concerns over Senate Banking Committee negotiations that would create a “tokenization loophole” for blockchain to dodge SEC authority
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