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Emile Hallez

Emile Hallez is ESG editor at InvestmentNews. Previously he was U.S. news editor for ESG Clarity, covered retirement at InvestmentNews, and worked as a reporter and associate editor at Ignites, a Financial Times publication. Prior to his work in financial journalism, he cut his teeth as a reporter at Evergreen Newspapers, a small chain of community papers in Colorado. Going back even farther in time, he worked as a technician at a tissue bank, making bone, soft tissue and skin grafts. Emile is passionate about cycling, rock climbing, and environmental and animal rights issues. He can often be found exploring the woods of Maine with his wife, Meika, and rescue mutts Piper and Buckey.

Displaying 938 results

Topic

ESG getting nods from institutions. Why does it lag in 403(b)s?

Much like 401(k)s, 403(b) plans have very little explicit consideration for environmental, social and governance criteria. An estimated 1% of plan assets are in ESG funds.

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Prudential Retirement’s head of sales leaving for OneAmerica

Michael Domingos, the firm's head of sales and strategic relations, has been at Prudential for 28 years and was appointed to his current role in 2019. The news comes several months after a report that Prudential was considering a sale of its retirement business.

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The flip side to auto 401(k) design: Forgotten accounts

An academic study posted this month on the Social Science Research Network found that about $790 million in IRA assets were in limbo in 2017, with account owners 72½ and older failing to take RMDs.

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Is your 401(k) ESG? There’s a certificate for that

Dalbar rates 401(k)s with up to five stars and tells plan sponsors what they can do to improve their plans on the basis of environmental, social and governance criteria.

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Carson Group partners with insurance marketing firm

The deal with Financial Independence Group gives all of Carson’s advisers access to the same list of company-vetted products, including annuities, life insurance, long-term care insurance and disability insurance.

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Russell, Wake Forest, Generac targeted in lawsuits

The new class-action suits against the three employers allege fiduciary breaches. Two defendants in other cases recently reached settlements over $1 million.

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Roth conversions may not pay off until age 90 for most

Tax-rate changes have minimal effect on the financial benefits of Roth conversions, Edward McQuarrie, professor emeritus at Santa Clara University, wrote in a recent paper. The most important factor is actually compounding.

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How charitable donations can replace the stretch IRA

The stretch strategy, which allowed beneficiaries to spend down inherited traditional IRA assets over the rest of their lives, all but disappeared with the passage in 2019 of the SECURE Act.

Topic

New York state advances auto IRA bill

Under the bill, businesses in the state that have been operating for at least two years and have at least 10 employees would be required to participate. The state passed legislation in 2018 to establish a voluntary IRA system for the private sector, but it has yet to implement that program.

Topic

401(k) provider adds brokerage-window-style access to crypto

The service gives 401(k) participants access to 50 different cryptocurrencies that they can buy, trade or sell, according to the 401(k) provider ForUsAll.