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.
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
Morgan Stanley Acquires EquityZen, Industry Veterans Unveil HSA Gamified Loyalty Program
Plus, news from Strongpoint Partners, Osaic, Prospera, and AssetMark
Small Business Owners Rely on Financial Guidance
Eight in 10 find the advice they receive from a financial professional worth it, reports Equitable and the SCORE Association
Lawmakers Press DOL, SEC on Crypto Exposure in 401(k)s
Sens. Warren and Sanders called on the federal agencies to answer questions assessing risks of private market investments in retirement plans
Absence of Financial Education in Schools Hurts Retirement Savings
The lack of financial education has prevented savers from learning basic financial habits, including budgeting, retirement saving, and investing