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.
Recordkeepers List PEPs, Personalization as Leading Priorities
Cerulli report finds 63% of recordkeepers expect the rise in PEPs to have a positive effect on business
Rollovers Hit $1 Trillion as Workers Move to Employer Plans
While households still prefer to rollover savings to IRAs, more are choosing to rollover to employee plans instead, reports Hearts & Wallets
Ascensus Hits $300B in 529 Assets
Ascensus saw over 800,000 new 529 accounts open and over $25 billion in contributions in 2025
OneDigital Launches Alts Access in 401(k)s
Private investments will be made available through advisor-managed programs with Apollo, Ares, and Blackstone
Alto Grows Business Development Leadership
The IRA platform announced a new head of Revenue and VP of Enterprise Partnerships
Creative Planning Acquires Baseline Wealth Management
The acquisition will add $1 billion in assets to Creative Planning
IRAs, 401(k)s, Drive Growth in U.S. Retirement Assets
ICI data shows assets in government and private-sector DB plans also increased in Q3 2025
Nationwide Welcomes New Leaders, Income Lab Launches AI Scribe
Plus, news from PensionBee, Hightower Advisors, Ascensus, Sharebuilder 401k, and more
Financial, Retirement Stress Influences Employee Performance
Even if employees want to engage, many report hurdles that block them from participating in financial wellness resources and advice, CAPTRUST reports
DOL Releases 2026 Enforcement Projects
Today’s issuance comes just days after EBSA filed a proposed rule on alts in 401(k) plans