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 Obama-era regulations will likely be scrapped by President Trump, whose administration has already taken a stance against them.
The OMB will review the final rule and, if it approves the measure, send it back to the DOL to finalize the delay.
The variable annuity industry took a beating in 2016, with several of the top sellers inking losses upwards…
Some view an enhanced participant experience as the "next battleground" for retirement plan record keepers.
Morgan Stanley Wealth Management is eliminating commission payments and finder’s fees for its advisers servicing 401(k) plans, shifting…
Each firm uses an approach that mitigates risk, but some observers say they're more for show than potential problem solving
Generalist 401(k) advisers, or those who don’t specialize in retirement plan business, are essential to a well-functioning retirement…
Employers sponsoring 401(k) plans expect advisers to challenge assumptions, know their businesses inside and out.
Recent rules have led to some improvements in policy illustrations, but observers still see room to make them even better.
Limits could be placed on 401(k) contributions as a way to help pay for broad corporate and individual tax cuts, according to Brian Graff, head of the National Association of Plan Advisors.
