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.
Retirement Clearinghouse Consolidates $20B in Assets
The consolidator announced it doubled the assets in four years, from $10 million in 2021
Participants’ Credit Card Debt Reduces Retirement Funding
Other factors, including a lack of salary increases and employer contributions, further add to a lack of retirement readiness
Retirement Readiness Linked to Parental Backgrounds
Students and recent hires with parents who went to college were likelier to report higher financial literacy scores
Workers Consider Needing $1M to Retire
Yet only 27% believe they’ll hit that goal, reports Betterment at Work
Mai Capital Management Buys LWA
The addition of LWA is set to further expand MAI’s presence in Maryland
Commonwealth’s CenterBridge Joins Independent Financial Partners
Customized tech and a value-participation program inspired CenterBridge’s decision to sign on with IFP
Trump Signs EO Challenging Proxy Advisors Promoting ESG, DEI Investing
The executive order also accuses two major proxy advisors of promoting the social investments
Micruity Raises $20M, WIPN Introduces 2026 Board of Directors
In this week's corporate roundup, news from Micruity, WIPN, Human Interest, Voya, SAVVI Financial, NFP, Creative Planning, and more.
Employee Participation in 403(b) Plans Jumps for 2024
The annual survey from PSCA finds increases in automatic features and advice among nonprofit plans
AI Technology ‘Key Differentiator’ Among Retirement Plan Websites
Among the top rankers for website experience adopted AI features into their sites