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.
SageView President to Lead Retirement Solutions at Creative Planning
The appointment follows Creative Planning’s Oct. 9 acquisition announcement of SageView
Senate Passes ESOP Legislation
Two bills that would promote ESOPs now move forward to the House of Representatives
Wilmington Trust Announces Executive Leadership Promotions
Frank Sutton has been named chief fiduciary officer and Marguerite Weese has been named chief wealth strategist
Transamerica, Fiducient Advisors Launch 403(b) PEP
The plan structure is designed to customize eligibility, matching formulas, and contribution designs
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