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.
Charles Schwab Acquires Forge Global for $660M
Schwab’s acquisition of the private asset firm strengthens industry’s push to private markets in retirement plans
Private Market Investments Take Off in Empower’s Retirement Plans
Couple hundred of plan sponsors have adopted the private funds to their retirement platforms, Empower reports
Rising Costs Leave Employees Struggling to Save for Emergencies
Increasing cost of living deters employees from saving adequately to an emergency savings fund, Fidelity Investments reports
Reintroduced Bill Would Replace Biden-Era ESG Regulation
The legislation would only allow fiduciaries to make investment decisions based on “pecuniary” factors
Bill Would Mandate Employer Contributions
Employers would be required to add 50 cents for each hour worked to participants’ retirement savings
Midwest Tops Charts in U.S. News 2026 ‘Best Places to Retire’
Changes in methodology from U.S. News & World Report resulted in a complete revamp for the 2026 list
Investors Show Dwindled Interest in TDFs
However, other research show record growth in the investment funds
Employees Retirement System of Texas Adopts Bloomberg Equity Index
ERS moved to the equity index starting Sept. 1
Prime Pensions Acquires Presberg
Presberg Pensions, a California TPA, administers retirement plans for SMBs
ICI Urges Competitive Marketplace for Trump Accounts
The Investment Company Institute recommended the Treasury Department incorporate an open market that would allow for multiple providers