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.
RIA M&A Activity Holds Steady in Q2
M&A activity stayed steady for a total of 61 transactions in Q2 2024, reports DeVoe & Company
Enhanced Tech Training and Support Essential for Advisors
A new report by Cerulli advocates for improved technological training for financial advisors
Vestwell Adds Its Spin on Rainy Day Savings
The Weather Boosters feature lets savers automatically contribute to their savings account during rainfall
CITs Finally Surpass Mutual Funds as Most Popular Target-Date Vehicle
After years of speculation, CITs "inched past" mutual funds to become the top target-date vehicle this year, reports Morningstar
Lincoln Financial Grows Guaranteed Lifetime Income Products
The new option will be available in managed accounts and DC retirement plans
Alight CEO to Step Down
Alight's Stephan Scholl will resume his role as CEO until a successor is named
Corporate Roundup: TRPG, Hub, Prime Pensions Announce Acquisitions
The latest news from The Retirement Planning Group, PCS Retirement, Hub International, and more
Where the Candidates Stand on Social Security
As the presidential election draws closer, a look into possible Social Security policies from a Harris-Walz or Trump-Vance administration
401(k), HSA Account Balances Grow in Q2: Bank of America
The average 401(k) contribution rate held steady at 6.5%
Bipartisan Bill to Widen Savings Access for Young Employees
A new bill introduced by Rep. Brittany Pettersen would revise ERISA to expand retirement savings access for workers 18 to 21 years old