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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=20170330004019

Recent Articles


DOL sends final fiduciary rule delay to Office of Management and Budget

Mar 29, 2017

Once the OMB approves the measure, it will send it back to the Department of Labor so it can be published in the Federal Register

Variable annuity sales drop-main

Department of Labor's fiduciary rule blamed for insurers' massive hit on variable annuity sales

Mar 28, 2017

The regulation was the primary factor in the pullback, but other factors have contributed to the multiyear slide

health care-Web

Record keeper Empower jumps into HSA market, as Fidelity expands

Mar 28, 2017

Some view an enhanced participant experience as the "next battleground" for retirement plan record keepers

Morgan 401(k)-main

Morgan Stanley eliminating commissions, finder's fees in 401(k) plans

Mar 24, 2017

The stance differs from Morgan's position on IRA commissions, but observers say it's not surprising given the difference between the 401(k) and retail retirement markets

Morgan Stanley and Merrill Lynch 401(k)-main

Merrill Lynch and Morgan Stanley: A tale of two fiduciary 401(k) business models

Mar 24, 2017

Each firm uses an approach that mitigates risk, but some observers say they're more for show than potential problem solving


401(k) plan sponsors want financial advisers to better know their businesses

Mar 21, 2017

Employers sponsoring 401(k) plans expect advisers to challenge assumptions, know their businesses inside and out.


Retirement market needs 401(k) generalists, not just specialists: execs

Mar 21, 2017

Several arguments are made for why generalists should remain key players in retirement planning


Rules governing indexed universal life insurance may not go far enough

Mar 20, 2017

Recent rules have led to some improvements in policy illustrations, but observers still see room to make them even better

tax reform-main

Tax reform could be 'way worse' for retirement industry than Department of Labor's fiduciary rule: Graff

Mar 20, 2017

Limits could be placed on 401(k) contributions as a way to help pay for broad corporate and individual tax cuts, according to Brian Graff, head of the National Association of Plan Advisors


Large advisory shops build custom target-date funds

Mar 19, 2017

Firms can deliver funds at a lower cost, but some raise concerns about conflicts

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