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.
Official Social Security COLA Expected in Late October
The announcement comes just a day after BLS sources say some will be called back to work to help release CPI data
Ascensus Sets Next Phase of Leadership, Transamerica Taps CIO
News from Ascensus, Transamerica, Nationwide, Strongpoint Partners, PSCA, and more
Creative Planning Buys SageView Advisory
The newly combined firm represents $640 billion in total client assets
New York Secure Choice Goes Live with Vestwell
The state-run auto IRA program will be administered by Vestwell, who will provide recordkeeping, custodial, and administrative services
Senate Confirms Janet Dhillon as PBGC Director
Dhillon, along with other nominees for roles across different federal departments, was confirmed in a 51-47 vote
Edelman Financial Engines Buys Hasenberg
Per terms of the acquisition, Hasenberg will become fully integrated and continue operations under the EFE brand
Beacon Pointe Acquires $857M The Family Firm
As part of the acquisition, The Family Firm’s 10 retirement plan professionals will join Beacon Pointe
Highlighting DEI at VCI and WIPN’s 10th Anniversary Women’s Summit
Top leaders came together in Cape Cod to discuss inclusivity and opportunity in the retirement plan space
Two-Thirds of Americans Describe Retiring at 65 as ‘Unattainable’
TIAA’s survey finds that while almost all express interest in guaranteed lifetime income options, 25% fear investing in one
Retirement Industry Groups Embrace AI
Mercer, Manulife, ASG, and TIFIN each announced AI initiatives this week, plus other news from Capital Financial Partners and Lincoln Financial