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 OCT 03, 2019
Investigation into 403(b) costs, sales could be an A+ for teachers

Wild, Wild West of retirement savings desperately needs a reform.

401(k) lawsuits get more complex
RETIREMENT RETIREMENT PLANNING OCT 02, 2019
401(k) lawsuits get more complex

One recent case alleges an employer didn't appropriately take into account index-fund tracking error.

HSA fees drop, investment design shows improvement
RETIREMENT RETIREMENT PLANNING OCT 01, 2019
HSA fees drop, investment design shows improvement

Fund menus are important as financial advisers recommend clients invest HSA assets for the long term

NEWS INDUSTRY NEWS OCT 01, 2019
HSA fees drop, investment design shows improvement

Fund menusare important as financial advisers recommend clients invest HSA assets for the long term.

NEWS INDUSTRY NEWS SEP 30, 2019
New rules make it easier to access 401(k) funds

Treasury and the IRS issued rules that will expand employees' access to their 401(k) funds in cases of financial hardship.

NEWS INDUSTRY NEWS SEP 27, 2019
Voya retirement chief talks M&A, fee pressure and emerging 401(k) fraud

Charlie Nelson oversees one of the largest retirement-plan record-keeping operations.

Big capital-gains tax hit on horizon for mutual fund investors
NEWS INDUSTRY NEWS SEP 25, 2019
Big capital-gains tax hit on horizon for mutual fund investors

Outflows from active funds and high returns can create a bad scenario in taxable accounts.

YOUR PRACTICE PRACTICE MANAGEMENT SEP 24, 2019
John Rogers: Industry has 'gone backwards' on diversity and inclusion

Leaders in the industry are getting further removed from the height of the civil rights movement in the 1960s.

Edelman Financial Engines is bringing financial planners to small 401(k) plans
NEWS RIAS SEP 20, 2019
Edelman Financial Engines is bringing financial planners to small 401(k) plans

The $212 billion advisory firm is leveraging a partnership with record keeper ADP to broaden its reach with human advisers.

Are 401(k) advice fees headed to zero?
NEWS RIAS SEP 19, 2019
Are 401(k) advice fees headed to zero?

Vanguard's low-cost digital-only planning and investing tool will undercut many target-date funds and managed accounts.