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.
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
Empower’s Personal Wealth Unit Tops $100B
The Denver-based recordkeeper’s Personal Wealth side was first launched in 2023
IRI Pushes DOL to Issue PEP Guidance
The IRI is asking the DOL to provide guidance on fiduciary responsibilities for PEPs, among other requests
Forgotten 401(k) Assets Hit $2.1 Trillion
The latest Capitalize analysis highlights an ongoing surge in lost 401(k) accounts
Private Sector Workers See Boost in Retirement Plan Accessibility
A BLS report shows distinct accessibility in retirement plans for the private sector workforce compared to public workers
Equitable Broadens Lineup of Registered Index-Linked Annuities
The expanded suite also includes death benefit options for clients wanting to leave a legacy to loved ones
Lincoln Financial, Partners Group Debut Private Market Fund
The strategy will invest across multiple sectors, including pharmaceuticals, music, media and entertainment, and energy transition