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
Elizabeth Warren health care plan sparks outcry over 401(k) tax hike
NEWS INDUSTRY NEWS NOV 04, 2019
Elizabeth Warren health care plan sparks outcry over 401(k) tax hike

The plan would impose a 0.1% tax on financial transactions, which could affect 401(k) and pension plans, HSAs and 529 plans.

National auto-IRA program would boost U.S. retirement savings
NEWS INDUSTRY NEWS NOV 01, 2019
National auto-IRA program would boost U.S. retirement savings

The retirement savings deficit would fall by $456 billion, according to new research.

Fidelity to launch program for 401(k) participants to draw down accounts
NEWS INDUSTRY NEWS OCT 31, 2019
Fidelity to launch program for 401(k) participants to draw down accounts

Rollout comes as retirement income has emerged as a primary challenge in the 401k) market.

NEWS INDUSTRY NEWS OCT 31, 2019
Fidelity to launch program for 401(k) participants to draw down accounts

Rollout comes as retirement income has emerged as a primary challenge in the 401k) market.

Goldman Sachs sued for 'unlawful' 401(k) management
NEWS INDUSTRY NEWS OCT 29, 2019
Goldman Sachs sued for 'unlawful' 401(k) management

A former employee claims the company acted out of self-interest and disregarded the well-being of participants by using in-house mutual funds.

NEWS INDUSTRY NEWS OCT 29, 2019
Goldman Sachs sued for 'unlawful' 401(k) management

A former employee claims the company acted out of self-interest and disregarded the well-being of participants by using in-house mutual funds.

Security Benefit indexed annuity fraud lawsuit may signal trouble for other insurers
NEWS INDUSTRY NEWS OCT 25, 2019
Security Benefit indexed annuity fraud lawsuit may signal trouble for other insurers

Lawsuit alleges the company deceptively marketed indexed annuities with proprietary indices to consumers.

DOL proposes rule on digital 401(k) disclosures
NEWS INDUSTRY NEWS OCT 22, 2019
DOL proposes rule on digital 401(k) disclosures

Employers will be able to default participants into receiving their plan disclosures electronically.

Morgan Stanley wins 401(k) lawsuit over use of in-house and BlackRock funds
NEWS INDUSTRY NEWS OCT 10, 2019
Morgan Stanley wins 401(k) lawsuit over use of in-house and BlackRock funds

The judge's ruling described plaintiffs' claims as inappropriate 'Monday-morning quarterbacking'

NEWS INDUSTRY NEWS OCT 10, 2019
Morgan Stanley wins 401(k) lawsuit over use of in-house and BlackRock funds

The judge's ruling described plaintiffs' claims as inappropriate 'Monday-morning quarterbacking'