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
NEWS REGULATION AND LEGISLATION FEB 06, 2017
What will the estate tax look like under Trump?

The new president wants to get rid of the tax, but details are sketchy, leaving estate-tax planning in limbo. <b><i>(More: <a href=&quot;http://www.investmentnews.com/article/20170205/FREE/170209957&quot; target=&quot;_blank&quot;>Estate-tax flux could boost grantor trusts</a>)</b></i>

RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 06, 2017
Dodd-Frank repeal could lead to big changes for indexed annuities

Scrapping or revising the law could lead to the disappearance of the Harkin Amendment, which would pave the way to indexed annuities being classified as securities rather than insurance products.

RETIREMENT RETIREMENT PLANNING FEB 05, 2017
Estate-tax flux could boost grantor trusts

RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 01, 2017
Buffer annuities, an index-variable hybrid, garner mixed reactions

While some call the annuities 'odious' due to complexity, others believe they're more straightforward than other annuity products.

RETIREMENT RETIREMENT PLANNING JAN 31, 2017
Aon Hewitt sued for 401(k) 'kickback' scheme with Financial Engines

The record keeper joins three others &amp;mdash; Fidelity, Voya and Xerox &amp;mdash; in being sued over its relationship with the advice provider.

DOL fiduciary rule hastening death of L-share variable annuities
RETIREMENT LIFE INSURANCE AND ANNUITIES JAN 30, 2017
DOL fiduciary rule hastening death of L-share variable annuities

Insurers are speeding up their closures of L-share products as regulators crack down, but are quickly introducing new fee-based contracts.

RETIREMENT RETIREMENT PLANNING JAN 27, 2017
Some 401(k) advisers seize on Trump tax reform to push Roth

Advisers said the prospect of lower income tax rates poses an opportunity to recommend employers add a 401(k) Roth feature, and discuss the benefits of Roth deferrals and conversions with employees.

RETIREMENT RETIREMENT PLANNING JAN 26, 2017
JPMorgan sued for self-dealing in its 401(k) plan

Plan participant claims use of expensive proprietary funds cost employees millions in retirement savings.

RETIREMENT RETIREMENT PLANNING JAN 25, 2017
401(k) plans make big fund changes following new money market rules

A significant portion of employers switched to a stable value or government money market fund in response to SEC reforms.

NEWS REGULATION AND LEGISLATION JAN 25, 2017
SEC charges New York brokerage firm and compliance officer for penny-stock scheme

The brokerage allegedly failed to file suspicious activity reports in a massive pump-and-dump scheme