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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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VA squeezes under scrutiny from regulators

Regulators are starting to scrutinize provisions in variable annuity contracts that allow insurers to prohibit future contributions or…

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SEC officials warn insurers on annuity disclosures, VA changes

As complexity grows, so does need for clear language, group told

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B-D execs up in arms over The Hartford’s VA plan

B-D execs are up in arms over The Hartford's VA plan, saying considerable legwork will be required to ensure clients don't lose living benefits; litigation's a big concern, too.

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Hartford’s VA redo could kill off living benefits for some clients

Failure to respond to new restricted investment menu could see rider yanked; 'off guard'

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Life settlements on regulators’ radar as states push their use

Texas latest to encourage holders to sell life insurance, use proceeds for long-term care.

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Letter to 6,000 401(k) sponsors has advisers doing damage control

Letter to 401(k) plan sponsors claiming fees are too high, threatening publicity blitz, has advisers scrambling. Who wrote it?

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Prudential, Cigna in $35 million 401(k) suit settlement

If deal stands, would mark another win for Schlichter.

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Interest rate spike could whack VA sellers

Insurers are hedged but customer reaction could scramble best laid plans.

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To attract high-net-worth clients, offer more than financial planning

IN webcast panel also says to keep it in the family for long-term success.

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Mutual fund costs for 401(k) plans still dropping

Mutual fund costs continue to tumble for 401(k) plans, thanks in part to plan sponsors’ demands for cheaper…