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 Jumps to $147B for Year-End 2024
The increase is due to positive market returns and growing interest over the benefit, Devenir reports
RIA M&A Sees Record-Breaking Activity in Q1 2025
The high comes off a record 2024 with 272 transactions, reports DeVoe & Company
Cetera Launches Emergency Planning Guide for Financial Professionals
The set of resources helps advisors support clients impacted by natural disasters and emergencies
Cetera and Wealth.com to Offer Estate Planning Tech
The partnership comes at a time when more advisors look for services to help support them and clients during the Great Wealth Transfer
WTW Brings in Leaders to Health and Wealth Team
WTW announced new appointments to its global retirement leadership, among other roles
Corporate Roundup: Employee Fiduciary Names President, CFP Board Taps Corporate Group Executive
The latest news from Employee Fiduciary, CFP Board, Kestra PWS, Waverly Advisors, and Ameritas
The Potential Impact of Trump’s Tariffs on Retirement Accounts
Experts touch on what younger investors and near retirees should be doing to protect their retirement savings today from tariffs
Senate Finance Committee Advances Bisignano Nomination to Lead Social Security Administration
Frank Bisignano's nomination was advanced despite resistance from Democrats who voiced concerns over his relationship with DOGE officials
Debt Joins List of Competing Retirement Worries for Gen X, Boomers
Credit card and medical debt are among the highest forms of borrowing among the two generations
Plan Sponsors Focus on Retirement with Lifetime Income
The 2025 Enduring Retirement Model Study by MetLife shows that most plan sponsors cannot imagine cutting retirement benefits