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
Oracle Corp. 401(k) plan targeted for excessive fees
RETIREMENT RETIREMENT PLANNING MAR 03, 2016
Oracle Corp. 401(k) plan targeted for excessive fees

Oracle's plan and its fiduciaries are the latest to be targeted in a slew of excessive-fee suits to emerge over the past several weeks.

Commonwealth ceases sale of some variable annuities
RETIREMENT LIFE INSURANCE AND ANNUITIES MAR 01, 2016
Commonwealth ceases sale of some variable annuities

Commonwealth brokers can no longer sell L share class variable annuities, as industrywide scrutiny of these annuity contracts grows.

Financial Engines plans insurance, health care advice for 401(k) participants
RETIREMENT RETIREMENT PLANNING FEB 24, 2016
Financial Engines plans insurance, health care advice for 401(k) participants

The 401(k) managed account provider is pushing for more holistic financial planning.

How should retirement plans pay their 401(k) fees?
RETIREMENT RETIREMENT PLANNING FEB 23, 2016
How should retirement plans pay their 401(k) fees?

Helping allocate retirement plan fees to service providers is becoming increasingly important for advisers, with several different mechanisms to consider.

Advisers shy away from LTC insurance dialogue: Study
RETIREMENT RETIREMENT PLANNING FEB 22, 2016
Advisers shy away from LTC insurance dialogue: Study

Low comfort level with LTC products makes advisers recoil, but some think that's a weak argument.

RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 21, 2016
Nationwide, AIG see huge gains in fixed indexed annuity sales; Allianz and Security Benefit flounder

Nationwide's sales jumped 460% in 2015 as a new product and distribution partnership has begun to bear fruit.

MassMutual enters long-term distribution deal for MetLife fixed indexed annuities
RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 21, 2016
MassMutual enters long-term distribution deal for MetLife fixed indexed annuities

The deal is part of a broader deal announced Feb. 29 between the two insurers, which includes the purchase of MetLife's Premier Client Group.

Fixed indexed annuities continue their surge with record sales year
RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 21, 2016
Fixed indexed annuities continue their surge with record sales year

Market volatility, a larger market of sellers and a boost among previously uninterested distribution channels has contributed to the growth.

Voya lowers caps, participation rates on indexed universal life policies
RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 19, 2016
Voya lowers caps, participation rates on indexed universal life policies

Voya is reacting to rising market volatility, and policyholders could see less contract returns as a result.

Market volatility signals it's time to take another look at Roth conversions
RETIREMENT RETIREMENT PLANNING FEB 19, 2016
Market volatility signals it's time to take another look at Roth conversions

Advisers should be considering a “re-characterization,” or undoing, of clients' Roth conversions, which essentially converts the Roth money back to pre-tax money.