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Greg Iacurci

Reporter, Retirement Planning and Insurance

Greg Iacurcihttp://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=GIACURCI&maxw=220&cci_ts=20171120010326

Greg Iacurci is a reporter who covers financial advisers who serve 401(k) retirement plans. He also covers general retirement planning and insurance.

Recent Articles


Tax reform: Retirement industry dodges bullet as Senate and House bills advance

Nov 17, 2017

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

Capitol clouds

Changes to Senate tax bill affect pass-throughs, Roths

Nov 15, 2017

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


Wells Fargo requires advisers to use level fees for new 401(k) business

Nov 14, 2017

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


Head of Merrill Lynch's adviser-sold 401(k) sales to depart

Nov 10, 2017

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


Brian Block sentenced to 18 months in prison

Nov 8, 2017

The government had sought a sentence of at least seven years against the former Nick Schorsch colleague


Merrill Lynch swells ranks of fiduciary 401(k) advisers by over 3,000

Nov 8, 2017

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

DOL rule-main

Retirement plan advisers, providers hit 'pause' on DOL fiduciary rule compliance

Nov 7, 2017

The Trump administration review is prompting some retirement plan specialists to hold back on implementing parts of the rule that are vague or challenging


Tax reform: How the House bill changes rules for retirement savings

Nov 3, 2017

While pre-tax 401(k) contribution limits are off the table (for now), the Republican tax bill nonetheless makes changes to retirement savings plans


Why the House tax bill could be a 'bonanza' for advisers

Nov 2, 2017

Clients may need to navigate shifting tax brackets, re-characterizations of Roth IRA conversions, reconsidering the value of charitable contributions, and restrictions on the mortgage interest deduction

Exit big

Morgan Stanley's broker protocol exit: How did we get here?

Nov 2, 2017

As the number of signatories to the protocol has swelled over the years, so too has the gamesmanship Morgan Stanley cites as its reason for leaving, according to experts

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