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Greg Iacurci
Reporter, Retirement Planning and Insurance
staffGreg Iacurci is a reporter who covers financial advisers who serve 401(k) retirement plans. He also covers general retirement planning and insurance.
212-210-0134
Recent Articles

SEC advice rule: Here's what you need to know
Apr 19, 2018
We sifted through the nearly 1,000-page proposal and picked out some of the most important points

Principal sued for stacking its TDFs with proprietary funds
Apr 19, 2018
The firm allegedly used high-cost, underperforming index funds in its hybrid target-date funds

SEC advice rule seeks to tighten reins on brokers
Apr 18, 2018
The proposed rule puts new restrictions on brokers, but it is still unclear how strongly the SEC is clamping down

401(k) lawsuits being brought more aggressively against retirement plan advisers
Apr 17, 2018
Chances of getting sued are more common now than five years ago, says one lawyer

AXA reverses course on variable annuity buyout
Apr 16, 2018
Insurer had planned an offer to holders of its Accumulator Series variable annuity

Retirement coverage gap, 401(k) rollovers are big emerging threats for plan advisers
Apr 16, 2018
Proliferation of state retirement programs approaching the 'tipping point' where it will lead the federal government to step in

Insurers still grappling with costly variable-annuity promises
Apr 13, 2018
AXA Equitable and Ohio National have recently tried switching consumers out of VAs with rich benefits through buyouts and exchanges

Insurers' 401(k) record keepers gain big share in small, midsize markets
Apr 11, 2018
Consolidation, unbundled platforms and the use of proprietary funds play a role, according to retirement plan advisers

LPL loses $1.8 billion retirement group
Apr 11, 2018
Ingham Retirement Group, which works primarily with employer-sponsored plans, left because the firm's brokerage business had been declining

LPL to lose mega hybrid RIA
Apr 6, 2018
$9.5-billion Independent Financial Partners to jump ship, create its own broker-dealer