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Darla Mercado

Darla Mercado writes about retirement issues and products, including taxes, annuities and 401(k) plans. She welcomes feedback and tips from readers on interesting topics. Outside of the newsroom, Darla spends her time inline skating, biking, running and swimming. She Tweets at: @Darla_Mercado

Displaying 965 results

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MassMutual raises retirement game with hiring spree

Insurer aims to boost position among retirement plans with around $15 million in assets.

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Female advisers share secrets for outsourcing

One strategy: Hiring a third party to free them up and boost business.

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He needed a script: Actor Philip Seymour Hoffman left a legal mess behind

In leaving his estate outright to his partner, the Oscar-winning actor left her with a multimillion-dollar tax bill

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Advisers beware: Corporate inversions could mean higher tax bills for your clients

Companies moving abroad to avoid taxes — corporate inversions — could trigger capital gains and additional paperwork for clients.

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Variable annuity scam architect settles with SEC, admits to wrongdoing

As part of an SEC settlement, ex-broker admitted to running an $80 million scheme that profited from the deaths of terminally ill patients.

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Surrender fees haunt legacy 403(b) plans

As employers move to lower-cost retirement options, some plans charge as much as 8% to switch.

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401(k) fiduciary breach lawsuit heads to the Supreme Court

Court asked to consider statute of limitations that require plaintiffs to bring a suit alleging breach of duty within six years.

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Lockheed Martin retirement plan case gets trial date

Long-fought legal battle between Lockheed Martin and a group of its retirement plan participants will finally go to trial in December after the plaintiffs were granted class action status.

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Secrets for getting high earners to save more through retirement plans

These retirement plan designs can help highly-paid employees sock away more for retirement and reduce their tax burden