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
New tax laws mean new and perhaps unexpected liabilities for clients – and even some advisers
Financial advisers warn you should think carefully before reacting to Gov. Cuomo's latest proposal
Plaintiffs, represented by Jerome Schlichter, win mixed decision in a landmark 401(k) fee case as appeals court backs fiduciary claim against ABB but reverses decision against two Fidelity companies.
A group of medical professionals are suing their employer, health care provider Novant Health, arguing that the company violated its fiduciary duty by offering excessively costly 401(k) investments and overpaying its providers.
On Monday, the Supreme Court let stand a decision in the 7th U.S. Circuit Court of Appeals that permits employees of the defense contractor to proceed with a class action against the firm. The case will now go to trial.
But declaring 'independence' comes with hefty taxes – which trusts can help curb.
As more employers switch to lump sum contributions, clients may miss out on market rallies.
Earnings above a certain threshold, charitable donations or business deductions may all be red flags that a client is a prime candidate for a tax audit. Here's a rundown of what advisers need to know to keep their clients away from the tax man.
A New York regulator alleges that one insurer limited the returns of legacy variable annuity clients
Employers are turning to a new kind of adviser to help their employees save for retirement, a new survey shows.
