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
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RETIREMENT RETIREMENT PLANNING NOV 22, 2017
Do specialized retirement plan advisers even need a broker-dealer?

The reasons for affiliating with a brokerage have changed as compensation has evolved.

RETIREMENT RETIREMENT PLANNING NOV 22, 2017
Filial laws put kids on the hook for parents' health-care costs

The laws underscore the need for advisers to have clients consider a long-term-care planning strategy

RETIREMENT RETIREMENT PLANNING NOV 21, 2017
Wells Fargo sued, again, for using in-house funds in 401(k) plan

The firm earlier this year won dismissal of a lawsuit alleging self-dealing through use of its target-date funds.

RETIREMENT RETIREMENT PLANNING NOV 20, 2017
Wells Fargo sees big TDF outflows from mutual funds

The Wells Fargo Target 2020 Fund (WFOBX) ranks in the bottom 15% among peers when looking at five-year total returns.

RETIREMENT RETIREMENT PLANNING NOV 20, 2017
403(b) advisers disappointed with TIAA, but say other providers are 'way worse'

Financial incentives and poor products run rampant in the non-ERISA 403(b) realm, especially for educators teaching kindergarten through 12th grade, according to advisers

RETIREMENT RETIREMENT PLANNING NOV 17, 2017
Tax reform: Retirement industry dodges bullet as Senate and House bills advance

Concerns over strict limits on pre-tax 401(k) savings and the upending of non-qualified deferred compensation plans are receding.

NEWS REGULATION AND LEGISLATION NOV 15, 2017
Changes to Senate tax bill affect pass-throughs, Roths

Modifications make it easier for some advisers to get a business tax break, repeal the ability to recharacterize Roth accounts, and add uncertainty by making individual cuts temporary and injecting health care into the debate.

RETIREMENT RETIREMENT PLANNING NOV 14, 2017
Wells Fargo requires advisers to use level fees for new 401(k) business

The move echoes that of other large brokerage houses such as Merrill Lynch, which requires its retirement plan advisers to act as fiduciaries post-DOL rule.

RETIREMENT RETIREMENT PLANNING NOV 10, 2017
Head of Merrill Lynch's adviser-sold 401(k) sales to depart

Joe Mrozek, who's worked for the wirehouse for more than 20 years, will take a job at Lincoln Financial Group.

RETIREMENT RETIREMENT PLANNING NOV 08, 2017
Merrill Lynch swells ranks of fiduciary 401(k) advisers by over 3,000

More than 22% of its total adviser workforce is now certified by the wirehouse to act as a fiduciary for retirement plans.