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
RETIREMENT RETIREMENT PLANNING MAR 08, 2018
Senate bill aims to boost 401(k) annuities, small-employer retirement plans

The bill is nearly identical to one that unanimously passed the Senate Finance Committee in 2016.

NEWS REGULATION AND LEGISLATION MAR 07, 2018
Tax law: How to get the pass-through deduction by reducing taxable income

Advisers are only eligible for the full 20% deduction if their income is less than $157,000 for singles and $315,000 for married couples.

RETIREMENT RETIREMENT PLANNING MAR 06, 2018
How to design a 401(k) plan that's lawsuit-proof

High fees are a red flag, but prudence is the ultimate key to defeating a claim, according to advisers and attorneys.

RETIREMENT RETIREMENT PLANNING MAR 06, 2018
Vanguard extends TDF dominance with 'unbelievable' growth

Its target-date assets have grown by $270 billion since 2015

RETIREMENT RETIREMENT PLANNING MAR 02, 2018
Pension risk transfers swelled nearly 70% in 2017

Employers have increasingly offloaded their pension liabilities to insurance companies as pensions have become costly to keep on the books.

NEWS WIREHOUSES MAR 01, 2018
Wells Fargo Advisors scrutinized by Justice Department

DOJ orders Wells Fargo to conduct independent investigation of its Wealth and Investment Management business following whistleblower tips about "sales problems," according to the Wall Street Journal.

RETIREMENT RETIREMENT PLANNING FEB 26, 2018
Popular 403(b) resource launching directory of fiduciary advisers

Registered reps and insurance agents won't be included on the clearinghouse.

RETIREMENT RETIREMENT PLANNING FEB 23, 2018
NYU lawsuit becomes first 403(b) fee case to go to trial

The university was one of about a dozen prominent schools sued by Jerry Schlichter in 2016.

NEWS INDUSTRY NEWS FEB 23, 2018
Cetera reportedly exploring $1.5 billion sale

The company confirmed it's talking to investment bankers to 'explore how to best optimize [its] capital structure at lower costs.'

RETIREMENT RETIREMENT PLANNING FEB 21, 2018
Hub International acquires RIA with $850 million in retirement plan assets

The aggregator has a new focus on the 401(k) market.