Greg was a reporter for InvestmentNews from 2015 to 2019, covering defined-contribution plans, retirement planning, insurance, taxes and estate planning, before then moving to CNBC as a Personal Finance Reporter. He tweets at: @GregIacurci
A recent retirement plan lawsuit raises the question of whether climate change exposes them to legal risk.
MassMutual has a new annuity designed for customers who fear they'll have to help cash-strapped parents in later life.
More funds may be better than fewer funds.
A jury found the insurer prevented Elisia Lattimer from recruiting insurance agents to her practice.
Fee compression and a shift to passive management have contributed to the trend.
From competitive pricing cuts that defy logic to the increasing cost of cybersecurity and other expenses, the pressure is on 401(k) record keepers to adapt or die.
Tax reform put a dent in philanthropy, but there are strategies clients can pursue to maximize tax benefits for their donations.
Charitable donations offer a rare way for business owners to reduce taxable income.
Fixing auto enrollment and TDFs should be the priority
Fidelity and Empower have already rolled out similar products.
