Greg Iacurci

Greg was a reporter for InvestmentNews from 2015 to 2019, covering defined-contribution plans, retirement planning, insurance, taxes and estate planning, before then moving to CNBC as a Personal Finance Reporter. He tweets at: @GregIacurci

Greg Iacurci
Displaying 926 results
Kestra loses $11 billion retirement group to LPL
RETIREMENT RETIREMENT PLANNING APR 04, 2019
Kestra loses $11 billion retirement group to LPL

Strategic Retirement Partners is joining GRP Financial, an LPL super-OSJ.

Marsh & McLennan acquires Centurion, a $16 billion retirement group
RETIREMENT RETIREMENT PLANNING APR 03, 2019
Marsh & McLennan acquires Centurion, a $16 billion retirement group

Acquisitions in the retirement plan market are heating up.

California wins auto-IRA lawsuit
RETIREMENT RETIREMENT PLANNING APR 02, 2019
California wins auto-IRA lawsuit

The case, the first to address the issue of ERISA pre-emption, is a positive sign for other states.

New annuities starting to address RMDs
RETIREMENT RETIREMENT PLANNING APR 01, 2019
New annuities starting to address RMDs

Allianz's new indexed annuity could be a forerunner for how insurers will seek to keep assets in-house as baby boomers are forced to withdraw retirement savings.

Longest-running 401(k) fee lawsuit ends in $55 million settlement
RETIREMENT RETIREMENT PLANNING MAR 29, 2019
Longest-running 401(k) fee lawsuit ends in $55 million settlement

Tussey v. ABB, one of the few such cases to go to trial, resulted in one of the largest settlements ever paid by a plan sponsor.

401(k) adviser fees for small plans buck compression trend
RETIREMENT RETIREMENT PLANNING MAR 29, 2019
401(k) adviser fees for small plans buck compression trend

Fees for plans with $10 million have increased 12% in five years, while those for plans with $100 million have declined 20%.

Jackson National loses top annuity sales spot to AIG
RETIREMENT LIFE INSURANCE AND ANNUITIES MAR 26, 2019
Jackson National loses top annuity sales spot to AIG

A surge in fixed and indexed annuity sales last year helped AIG boost its annuity sales by $4.1 billion.

Merrill adds to 401(k) fiduciary services
RETIREMENT RETIREMENT PLANNING MAR 25, 2019
Merrill adds to 401(k) fiduciary services

Wirehouse will allow more advisers to manage retirement plan menus on a discretionary basis via a Bank of America chief investment office selection.

Blockchain will upend the 401(k) market
RETIREMENT RETIREMENT PLANNING MAR 23, 2019
Blockchain will upend the 401(k) market

The technology has the potential to change and improve how advisers do business.

401(k) managed accounts becoming more diverse
RETIREMENT RETIREMENT PLANNING MAR 21, 2019
401(k) managed accounts becoming more diverse

Empower's new product lets advisers select the underlying investments.