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.
Orion, Pontera Grow Partnership for Retirement Account Automation
The expanded partnership will pull retirement accounts directly into Orion Eclipse Workflows
Treasury Department Pins BNY, Robinhood for Trump Account Management
The two financial institutions are the first to join the Trump Accounts program
Ascensus Taps President of Retirement
Dan Morrison has over 25 years of experience in the defined contribution (DC) and retirement market space
Uhlmann Price Securities Names Retirement Plan Services SVP
The collaboration aims to bridge the gap between institutional retirement plans and individual financial goals
Wealth Enhancement Buys Parros Financial Group
Parros Financial Group provides integrated services including investment management, financial planning, retirement strategies, and more
Radish Plan Selects IRALOGIX as Provider, TRA Appoints Internal Plan Consultant
Plus, news from Manulife John Hancock Retirement, Modern Wealth, DWC — The 401(k) Experts, and Apella Wealth
Experts Question DOL Proposal on Private Investments in 401(k)s
While news of the proposed rule has been met with celebration, some are examining how the process would work and its general bearing to participants
Americans Driven to Course Correct Financial Decisions
Close to all of respondents in a Corebridge Financial survey say they're motivated to "make positive financial changes" in the upcoming year
New Bill Would Repeal Retirement Earnings Test
Proposed legislation by Chairman Rick Scott would help aging Americans continue part- or full-time work without the risk of losing Social Security benefits
Americans Predict Needing $1.46M in Retirement
The Northwestern Mutual findings, coupled with other insights, show a growing crisis for Americans worried over their financial future