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
Are 401(k) plans in danger of not being green enough?
NEWS INDUSTRY NEWS NOV 15, 2019
Are 401(k) plans in danger of not being green enough?

A recent retirement plan lawsuit raises the question of whether climate change exposes them to legal risk.

Insurer lures young annuity buyers by invoking parents' financial woes
NEWS INDUSTRY NEWS NOV 14, 2019
Insurer lures young annuity buyers by invoking parents' financial woes

MassMutual has a new annuity designed for customers who fear they'll have to help cash-strapped parents in later life.

This rule of thumb about 401(k) investments is wrong
NEWS INDUSTRY NEWS NOV 13, 2019
This rule of thumb about 401(k) investments is wrong

More funds may be better than fewer funds.

Ohio National to pay $213,000 to insurance agent for breaching contract
NEWS INDUSTRY NEWS NOV 12, 2019
Ohio National to pay $213,000 to insurance agent for breaching contract

A jury found the insurer prevented Elisia Lattimer from recruiting insurance agents to her practice.

401(k) advisers choosing to work with fewer asset managers
NEWS INDUSTRY NEWS NOV 11, 2019
401(k) advisers choosing to work with fewer asset managers

Fee compression and a shift to passive management have contributed to the trend.

Adjusting to the squeeze of fee compression
NEWS INDUSTRY NEWS NOV 09, 2019
Adjusting to the squeeze of fee compression

From competitive pricing cuts that defy logic to the increasing cost of cybersecurity and other expenses, the pressure is on 401(k) record keepers to adapt or die.

Bunching can help qualify for pass-through
NEWS INDUSTRY NEWS NOV 09, 2019
Bunching can help qualify for pass-through

Charitable donations offer a rare way for business owners to reduce taxable income.

Financial wellness? Better off getting back to basics
YOUR PRACTICE PRACTICE MANAGEMENT NOV 09, 2019
Financial wellness? Better off getting back to basics

Fixing auto enrollment and TDFs should be the priority

Charles Schwab to launch TDF-managed account hybrid for 401(k)s
NEWS INDUSTRY NEWS NOV 08, 2019
Charles Schwab to launch TDF-managed account hybrid for 401(k)s

Fidelity and Empower have already rolled out similar products.

SEC calls out conflicts of interest in TDFs
NEWS INDUSTRY NEWS NOV 07, 2019
SEC calls out conflicts of interest in TDFs

Many sponsors of the popular 401(k) funds don't disclose their use of underlying in-house investments.