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
Tax law dilutes this important break after year-end
RETIREMENT RETIREMENT PLANNING DEC 06, 2018
Tax law dilutes this important break after year-end

Taking a deduction for out-of-pocket medical expenses will face a higher bar in 2019.

Richard Neal: the new face driving retirement policy in Washington
RETIREMENT RETIREMENT PLANNING DEC 06, 2018
Richard Neal: the new face driving retirement policy in Washington

As he becomes head of the House Ways and Means Committee, Rep. Richard Neal (D-Mass.) is poised to make some big changes.

Vestwell and BNY Mellon partner on 401(k) plans, auto-IRAs
RETIREMENT RETIREMENT PLANNING DEC 05, 2018
Vestwell and BNY Mellon partner on 401(k) plans, auto-IRAs

The alliance will help both firms distribute a retirement product to employers

BB&T settles 401(k) lawsuit for $24 million
RETIREMENT RETIREMENT PLANNING DEC 04, 2018
BB&T settles 401(k) lawsuit for $24 million

The settlement is one of the largest for a financial firm accused of self-dealing in its company 401(k) plan.

Indexed universal life insurance continues growth streak
RETIREMENT LIFE INSURANCE AND ANNUITIES DEC 03, 2018
Indexed universal life insurance continues growth streak

IUL's market share is two-and-a-half-times larger than it was at the beginning of the decade.

UBS Global Wealth Management will give ESG scores to funds
NEWS WIREHOUSES DEC 03, 2018
UBS Global Wealth Management will give ESG scores to funds

Assets under management with environmental, social and governance strategies have grown 44% over two years in the U.S.

RETIREMENT RETIREMENT PLANNING DEC 01, 2018
DOL set to give 401(k) advisers' businesses a boost

Labor's proposed rules on multiple-employer plans would let advisers aggregate clients in a single retirement plan.

NEWS REGULATION AND LEGISLATION NOV 30, 2018
Tax law dilutes this important break after year-end

Taking a deduction for out-of-pocket medical expenses will face a higher bar after this year.

Annuity and mutual fund interests at odds over 401(k) disclosures
RETIREMENT RETIREMENT PLANNING NOV 29, 2018
Annuity and mutual fund interests at odds over 401(k) disclosures

Insurance groups facing off against retirement industry stakeholders over issue of lifetime income illustrations.

Large broker-dealers expand how they work with small 401(k) plans
RETIREMENT RETIREMENT PLANNING NOV 28, 2018
Large broker-dealers expand how they work with small 401(k) plans

UBS, Morgan Stanley, Raymond James, LPL and Merrill Lynch are among the B-Ds giving retirement plan advisers more ways to offer fiduciary investment services to 401(k) plans.