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
The high court could have a significant impact on how such retirement plan suits involving company stock play out.
The regulation can't mirror the SEC's advice rule, but could borrow many of its key concepts.
Individuals without a securities license are increasingly, and unlawfully, soliciting business.
HECMs are seeing heavy competition from proprietary products for the first time in a decade.
The regulation, expected in December, likely will be contoured to the SEC's new advice standards.
The measure allows small employers to band together to offer plans and raises the RMD age. Another provision eases use of annuities in 401(k)s, which critics say goes too far
Market gyrations put a dent in quarterly VA sales.
'Portability' allows a surviving spouse to tack on the decedent's exemption to his or her own. Despite the higher threshold for paying estate taxes in the 2017 tax law, experts recommend filing for the benefit.
To combat fee compression, many look to diversify their businesses.
CAPTRUST CEO discusses acquisitions and recruiting in the retirement space, and his biggest concerns
