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Greg Iacurci
Reporter, Retirement Planning and Insurance
staff212-210-0134
Recent Articles
DOL fiduciary rule causing DC-plan record keepers to change business with insurance agents
Jul 24, 2017
Principal has communicated that independent agents must change their business models to keep receiving compensation
Managed accounts look attractive to 401(k) advisers, but how do you measure performance?
Jul 18, 2017
The customization that makes them a good investment option presents a benchmarking challenge
Wells Fargo sustains more adviser losses following banking scandal
Jul 14, 2017
One hundred and thirty advisers left in the second quarter, marking the firm's third consecutive quarter of reductions
LPL to roll out new mutual fund platform as DOL fiduciary rule takes effect
Jul 13, 2017
Broker-dealer hasn't yet determined whether the platform will be mandatory when it launches next year, given the fluid regulatory environment
SEC charges 13 with fraud in $14 million pump-and-dump scheme
Jul 12, 2017
High-pressure and deceitful sales tactics allegedly lost investors, many of whom were elderly, more than $10 million
American Airlines reaches $22 million settlement in 401(k) self-dealing lawsuit
Jul 11, 2017
The settlement, if approved, would be among the largest in cases alleging enrichment due to use of proprietary investments
Fund manager MFS sued for self-dealing in its 401(k) plans
Jul 10, 2017
The plaintiff claims the plans were 'loaded' with proprietary mutual funds, and 98% of the investible assets were held in company-affiliated investments
5 ways to ensure an HSA isn't subject to ERISA
Jul 7, 2017
Employers can avoid headaches by not exercising control over the health savings account process
Fidelity, American Century adopting new TDF fee tactic as cost pressures grow
Jul 5, 2017
The firms, which focus on active management, are seeking flexibility to lower fund fees
Oregon becomes first state to launch auto-IRA program
Jul 5, 2017
Some see the implementation as a watershed moment for these retirement plans
