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.
Corporate Roundup: Alera Group Buys Advanced Capital Group, NewRetirement Becomes Boldin
This week, Alera Group acquires $24B Advanced Capital Group, NewRetirement changes its name to Boldin, and more
Employers Key in Helping Workers Navigate Economic Pressures
Employees express regrets over their retirement savings decisions, but a survey by Human Interest shows how employers can help rectify them
Best and Worst U.S. Cities to Retire in 2024: WalletHub
WalletHub is out again with their latest ranking on the top and worst places to retire to in the nation
Despite Being Confident, Even Millionaires Need Financial Help
A Northwestern Mutual survey finds 48% of millionaires believe their financial plan needs improvement
Vestwell and TIAA Introduce Lifetime Income Offering
The solution will be available to all Vestwell partners and supported by TIAA and Vestwell
Asset Managers Prioritize Accelerating AI Adoption
Over half of asset managers say they are currently using or planning to use AI within the next year as part of their advisor segmentation strategy
Top Financial Fears Impacting the Middle Class
A new TCRS report highlights the leading retirement fears and solutions for middle class workers
Retirement Clearinghouse Releases Saver’s Match Resources
The resource will answer questions about the Saver's Match provision in SECURE 2.0, set to begin in 2027
NAGDCA Introduces Fiduciary Guide on Brokerage Windows
The guide will offer insight into the fiduciary aspects of incorporating brokerage windows in DC plans
Corporate Roundup: Alight Names CEO, Prudential to Meet $221M Multiemployer PRT
The latest news from Alight, Prudential, and Corebridge Financial