Results for "Greg Iacurci"

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Pete Buttigieg proposes a 'public' 401(k) program

November 26, 2019

Pete Buttigieg, the mayor of South Bend, Ind., who is currently polling among the top contenders for the Democratic presidential ticket, issued a proposal that would create a federal 401(k)-type plan and require employers to contribute a 3%...

DOL digital 401(k) rule not digital enough, industry says

November 25, 2019

The Department of Labor's proposal to encourage broader use of digital disclosures for 401(k) participants isn't digital enough, according to industry firms and trade groups. Specifically, these stakeholders said that the DOL's proposed rule...

Five brokers lose Ohio National lawsuit over annuity commissions

November 22, 2019

A group of five brokers lost a lawsuit against Ohio National Life Insurance Co. over the insurer's termination of commission payments for certain variable annuity policies. Judge Emily C. Marks of U.S. District Court in Alabama dismissed all...

There's a 'turf war' coming in financial advice

November 20, 2019

A "turf war" is brewing in the financial advice industry as firms across the advice continuum, from discount brokers and robo-advisers all the way up to private banks, have started branching into new market segments — a trend that will challenge...

Buffer annuities push variable annuity sales to three-year high in Q3

November 19, 2019

Variable annuity sales hit a three-year high in the third quarter, a notable turnaround from their slump in recent years that largely reflects the growing sales of buffer annuities. Buffer annuities, a subset of variable annuities, are also...

Mutual fund conflicts pose issues for brokers under Reg BI

November 19, 2019

Conflicts of interest in mutual funds have grown more opaque and could trip up brokers and broker-dealers when they try to comply with the Securities and Exchange Commission's new investment-advice regulation that takes effect next year. Conflicts...

Complaint claims Ohio National poses 'danger' due to its 'illegal' activity

November 18, 2019

An insurance agent filed a complaint Friday with the Ohio Department of Insurance against Ohio National Life Insurance Co., alleging that the insurer's treatment of a customer's insurance premiums broke the law and that three senior executives...

Are 401(k) plans in danger of not being green enough?

November 15, 2019

As the broad world of investors has embraced a more climate-friendly lens, 401(k) plans have lagged behind. But are 401(k) plan sponsors exposing themselves to legal trouble as a result? A 24-year-old Australian environmental scientist sued...

Insurer lures young annuity buyers by invoking parents' financial woes

November 14, 2019

Massachusetts Mutual Life Insurance Co. is banking on attracting a swath of younger annuity customers by citing the threat of their parents' financial insecurity in old age. The insurer issued a new annuity product Wednesday with a simple marketing...

Ohio National to pay $213,000 to insurance agent for breaching contract

November 12, 2019

A jury awarded $213,000 in damages to an insurance agent formerly employed by Ohio National Life Insurance Co. after finding that the insurer breached the recruiting agreements it had in place with the agent. The insurance agent, Elisia Lattimer,...

Bunching can help qualify for pass-through

November 9, 2019

Bunching charitable contributions can help business owners qualify for the pass-through deduction. [More:​ Charitable donations fall as result of Republican tax law changes] The law created a tax deduction for owners of pass-through businesses...

Financial wellness? Better off getting back to basics

November 9, 2019

Plan design for 401(k)s is falling short, and record keepers shoulder some of the blame, according to some executives at retirement plan record-keeping and administration firms, who say that record keepers have the means to fix some of the problems....

Adjusting to the squeeze of fee compression

November 9, 2019

Even as 401(k) record keepers have found ways to adapt to the reduction in revenue caused by ongoing and drastic fee compression in the retirement industry, other revenue threats loom from financial advisers and retirement-plan lawsuits, according...

Uncharitable giving

November 9, 2019

Charitable giving is undergoing a shift in the wake of the 2017 tax law, and could see yet more changes in the coming months and years as a result of legislation working its way through Congress. [More:​ Tax reform changed the way advisers...

Charles Schwab to launch TDF-managed account hybrid for 401(k)s

November 8, 2019

Charles Schwab & Co. plans to roll out a service for 401(k) participants next year that's a hybrid of a target-date fund and a managed-account advice service, following in the footsteps of a handful of prominent retirement-plan record keepers...

Schwab conference filled with talk of "frothy" markets and possible impeachment impacts

November 7, 2019

InvestmentNews reporters Jeff Benjamin and Greg Iacurci describe what they heard at the annual Schwab Impact conference in San Diego.

SEC calls out conflicts of interest in TDFs

November 7, 2019

The Securities and Exchange Commission took aim at conflicts of interest in target-date funds on Thursday, calling out a fund structure that holds the majority of 401(k) investors' assets. The agency's Office of Compliance Inspections and Examinations...

Elizabeth Warren health care plan sparks outcry over 401(k) tax hike

November 4, 2019

Presidential hopeful Elizabeth Warren would partially fund her Medicare for All health care proposal — a key part of her campaign platform — through 401(k) savers, sparking a backlash from both industry trade groups and financial advisers....

InvestmentNews announces new chief content officer

November 1, 2019

George Moriarty has been named chief content officer of InvestmentNews. Mr. Moriarty, currently vice president of content and editor-in-chief at Seeking Alpha, a web service that provides news and analysis on financial markets, succeeds outgoing...

Goldman Sachs sued for 'unlawful' 401(k) management

October 29, 2019

Goldman Sachs has been sued for the alleged "unlawful" management of its company 401(k) plan related to the plan's use of in-house actively managed mutual funds, which the lawsuit says provided the firm with a financial benefit at the expense...

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