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
Robert Reynolds' Great-West Financial agreed to acquire J.P. Morgan Retirement Plan Services, boosting its profile as a retirement plan record keeper and putting it at No. 2 in the retirement services business by participants nationally.
22 states do not recognize same-sex marriage, and some require LGBT filers to complete 'dummy' federal returns. Tax year 2013 was the first of what may be many confusing filing seasons.
Same-sex couples need new strategies in tough tax climate
Financial services giant finally makes its re-branding effort official
Combined companies will have $220B in assets; Putnam chief Robert Reynolds named CEO of Great-West Lifeco U.S.
As the number of audits climbs, here's what could put plan sponsors at risk for scrutiny
A court decision sheds new light on issue of whether float income is a plan asset.
Advisers urge clients to think carefully before reacting to Gov. Cuomo's latest proposal
Warning: The Affordable Care Act not only spawned insurance exchanges for individuals, which went into effect earlier this month, but it also set new standards for small businesses.
