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.
Capitalize, Crypto.com Team Up to Optimize Rollover Process
The new platform will be available to Crypto.com IRA customers
More Advisors Expect AI to Outpace Traditional Practices
Over eighty percent of respondents believe the technology will evolve business operations without replacing advisors, finds InspereX
Most Pre-Retirees Go Without 401(k) Advice
Cerulli report finds 71% of pre-retirees have not pursued financial advice or planning help from 401(k) plan provider
Most Americans Expect to Retire Later, But Few Likely Will
Eighty percent anticipate delaying retirement, but only 5% do, shows Allianz
Annuity-Integrated TDFs Reach Momentum
Assets in target-date funds with annuities secured $42 billion as of March, up from $25 billion the year prior
Sen. Cassidy’s Defeat Follows ‘Champion of Retirement Security’ Recognition
The lawmaker conceded the Republican primary in Louisiana following his loss to Rep. Julia Letlow and Treasurer John Fleming
401(k) Contributions Tick Up Slightly in Q1 2026
Bank of America’s Participant Pulse also shows drops in the number of participants borrowing from 401(k)s
Nationwide Appoints New Sales Team Leadership
The organization named vice presidents to its Government Retention & Growth, Strategic Relationship Management, and Government Large Case teams
Vestmark Unveils AI Monitoring Solution
Vestmark Pulse monitors portfolio positions, SEC filings, market news and events, and client CRM data
InvestorCOM, IRALOGIX Create Rollover Experience
Plus, news from Schwab, Osaic, Morgan Lewis, Integrated Partners, CAPTRUST, and more