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
Cerulli analyst says 401(k)s reliant on capital market returns, whereas IRAs are popular rollover vehicles.
If the rate of return on the policy exceeds the loan's interest rate over the life of the contract, the client comes out ahead. But beware the risks.
But it could give rise to new hearings for some advisers who are already in litigation with the agency such as Dawn Bennett.
Morningstar report: Lack of data on fees, investments makes advice on rollovers costlier and more challenging for investors.
Lawsuit claims insurers 'betrayed' thousands of pension plan participants and beneficiaries.
One defendant allegedly used some of the stolen money to commission a song about himself and had it played at a Las Vegas nightclub.
Equity and bond fund fees down more than 45% from the early 2000s.
Clear benefits for advisory firms, but some think advisers may be ill-equipped to deliver financial wellness and see potential conflict.
Justice Department didn't petition the Supreme Court to rehear the case. A mandate from the 5th Circuit would finally lay the fiduciary rule to rest.
Plan sponsors are left out of the equation because they don't appear to fall within the definition of "retail" investor, legal experts say.
