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.
401(k), 403(b) Account Balances Hit Double-Digit Swings in 2025
Balances for individual retirement accounts (IRAs) also saw increases in Fidelity’s latest retirement trends update
How Different Generations of Women Respond to Wealth Needs
The preferences also extend to how women engage with financial professionals
Few Employers Consider Offering Trump Accounts
Over half do not expect to move forward with Trump Accounts in the near-future, Mercer findings show
Women Identify Themselves as CFOs of Their Households
Millennial women especially take charge of finances at home, reports Allianz Life
Voya to Offer F&G Annuities in New Partnership
Voya professionals will also have access to educational resources and product expertise
Guardian Announces Avantos Partnership
In addition to using the platform for its advisors, Guardian is also a strategic insurance partner for Avantos and has made an investment in the company
OneDigital Acquires Derse Morgen, Employee Fiduciary Expands Team
Plus, news from Advisor CRM, CAPTRUST, The Retirement Advantage, Prime Capital, and more
Workers Prioritize Emergency Savings, Sufficient Retirement Income: J.P. Morgan
Research from J.P. Morgan Asset Management highlights key trends in participant savings and spending
DOL Unveils Proposed Rule on Independent Contractors
The rule would rescind final guidance from 2024 under the Biden Administration
Retirement Account Balances See Another Rise in Q4 2025
While average retirement account balances increased significantly last year, the figure is short of President Donald Trump’s $30k figure in recent SOTU address