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.
Absence of Financial Education in Schools Hurts Retirement Savings
The lack of financial education has prevented savers from learning basic financial habits, including budgeting, retirement saving, and investing
Workers Set Sights on 2026 Financial Resolutions
Most respondents to a Vanguard study reported feeling confident about their financial targets for the new year
New Bill Targets Social Security COLA Formula
The “Boosting Benefits and COLAs for Seniors Act” would allow SSA to consider adjusting formula if it would increase benefits for seniors
Workers, Plan Sponsors Split on Market Outlook and Retirement Income
While both groups see a need for financial education, plan sponsors still lag in offering it
Equitable Acquires Stifel Independent Advisors
Stifel’s independent advisors will transition to Equitable Advisors
Global Workers Confident but Unprepared for Retirement
Prudential’s 2025 Global Retirement Pulse Survey fielded responses on retirement from workers in the U.S., Brazil, Mexico, and Japan
Advisor CRM Unveils AI-Native Platform
The organization touts the platform as an advisor’s personal digital assistant
TriNet Launches AI Suite for SMBs Wanting HR Support
The suite will include a personal health assistant and dashboard to the HR platform
VestGen Broadens Reach to Retirement Plans; Stax.ai, Finch Partner on Payroll-Linked Census for TPAs
Plus, the latest news from Financial Finesse, Morningstar Retirement, PensionPro, IRALOGIX, Creative Planning, and more
It’s Official: Social Security COLA Set at 2.8%
The increase raises benefits by nearly $56, but much of that could be swallowed by Medicare premiums