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.
Positioning ‘To’ vs. ‘Through’ Glide Paths: Top Considerations for Plan Sponsors
Among the many roles of retirement plan advisors includes explaining target-date fund glide paths to clients. Below are the key items to consider
Male Advisors Could Learn from Women Colleagues
Women clients say they feel as if their advisor mansplains concepts to them; these professionals could implement practices that women advisors are already taking to help clients feel heard, Nationwide report says
Boldin’s Latest Capability Projects Future Social Security Benefits
The tool aims to help savers prepare in advance for potential benefit reductions
Pacific Guardian Life Acquires the Standard’s Annuities Side
Pacific Guardian Life will acquire The Standard’s individual annuities business upon closing in 2027
Vanguard Releases Dynamic Active-Passive Model Portfolio
The approach is available in seven different risk sleeves, ranging from most conservative to most aggressive
Columbia Threadneedle, IRI Chief Executives Announce Retirements
Plus, news from Edelman Financial Engines, Wealth.com, StepStone, American Capital Management, and more
SEC Commissioner Peirce Departs for Law School Gig
Hester Peirce’s departure reduces the total number of SEC commissioners to two, down from five originally
Employers, Workers Out of Sync on Retirement Planning
The disconnects also extends to AI usage in the workplace, reports Transamerica Center for Retirement Studies
Capitalize, Crypto.com Team Up to Optimize Rollover Process
The new platform will be available to Crypto.com IRA customers
More Advisors Expect AI to Outpace Traditional Practices
Over eighty percent of respondents believe the technology will evolve business operations without replacing advisors, finds InspereX