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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Obama administration shows more support for annuities in 401(k) plans
RETIREMENT RETIREMENT PLANNING JAN 25, 2017
Obama administration shows more support for annuities in 401(k) plans

In a recent letter, the Labor Department said target date funds using annuities may be a prudent default investment option for employers.

NEWS REGULATION AND LEGISLATION JAN 23, 2017
Two possible routes Trump could take to delay DOL fiduciary rule

The DOL could propose a delay that would be subject to public comment, or the administration could issue an interim rule seeking delay based on "good cause."

SEC charges two brokers with fraud in excessive-trading scheme
NEWS REGULATION AND LEGISLATION JAN 20, 2017
SEC charges two brokers with fraud in excessive-trading scheme

The brokers used an "in-and-out" scheme in roughly two dozen client accounts, which created "enormous losses," according to the SEC.

RETIREMENT RETIREMENT PLANNING JAN 18, 2017
DOL proposes allowing some insurance intermediaries to use a BICE under fiduciary rule

If granted, the change would make it easier for some indexed annuity distributors to sell commission products under the Labor Department regulation.

RETIREMENT RETIREMENT PLANNING JAN 17, 2017
Second round of DOL fiduciary rule FAQs clears confusion on common compensation practice for 401(k) advisers

Advisers can continue to offset a level fee charged on retirement-plan assets with revenue-sharing payments such as 12b-1 fees.

RETIREMENT RETIREMENT PLANNING JAN 13, 2017
Most small employers oppose state, federal government as auto-IRA sponsors: survey

Ideology about the role of government in the free market and concerns over effective implementation of the auto-IRAs are primary factors.

YOUR PRACTICE PRACTICE MANAGEMENT JAN 12, 2017
SEC announces 2017 exam priorities, adds robo-advisers to list

The addition reflects regulators' concerns about potential investor risk posed by automated-advice services.

RETIREMENT RETIREMENT PLANNING JAN 10, 2017
What's in your IRA? GAO says retirement accounts hold lots of 'unconventional assets'

Investing in real estate, private equity, church bonds and precious metals can create some unique problems for retirement savers.

RETIREMENT RETIREMENT PLANNING JAN 09, 2017
State auto-IRA programs could be a boon for 401(k) advisers

The programs, currently being established in five states, open up distribution opportunities for 401(k) advisers in the short term and create longer-term prospects.

RETIREMENT RETIREMENT PLANNING JAN 09, 2017
Amid DOL fiduciary rule doom and gloom, some take opportunistic tack

Some providers see sales opportunity due to broker-dealers' narrowing of product platforms.