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.
Pontera Brings in Lisa Gomez as Strategic Advisor
Former EBSA head will work alongside the DC industry on key policy issues
Gen X Stands as Greatest Wealth Window for Advisors
Cerulli research highlights the Sandwich Generation as the largest growth area for advisory, investment, and retirement industries
State Street Sheds ‘Global Advisors’ in Rebrand
The firm announced a change to its name and visual identity
401GO Taps Chief Experience Officer
The new CXO believes her experience as a small business owner provides a unique perspective on the needs of this market segment
Corebridge Partners with Venerable on Variable Annuity Transaction
The transaction is valued at $2.8 billion
Corporate Roundup: Equitable Names CMO, MissionSquare Appoints Strategic Programs Head
The latest news from Equitable, MissionSquare Retirement, Securian Financial, The Standard, and more
Envestnet Sells Yodlee to Private Equity Buyer
The move is the largest made by Envestnet since it was acquired by Bain Capital
Trump’s Tariffs Continue to Ignite Retirement Worries, Recession Warnings
Allianz Life study finds tariffs are still fueling retirement concerns and affordability among Americans
CRR Brief Challenges Pension Participation Claim
The CRR looks into whether participation in private sector plans has improved over the decades
NAGDCA Director Proposes Growing DC Plan Usage in Public Retirement Systems
NAGDCA Executive Director Matt Petersen suggests raising the role of DC plans in state and government plans due to "changes and factors" disrupting workers' savings