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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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Slim pickings as T. Boone strikes out once again in OSU lawsuit

Appeals court rules against tycoon and athletic boosters in insurance case; 'not Cowboy's first rodeo'

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Translating legalese for divorcees

Dealing with settlements and emotions is time-consuming yet rewarding

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Noted plan adviser bolts from ‘so big’ LPL

Joe Connell exiting after just a year at the brokerage; costs of LPL affiliation a factor

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T. Boone Pickens, Okla. State strike out again

State court case dismissed three months after federal judge denied bid to recoup $33 million in charitable life insurance program for university's athletics department

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Advisers pitching 401(k) plans: Do your homework

Need to stand out from peers is paramount in capturing plan sponsor biz.

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401(k) loans usually not taken out frivolously, lawmakers told

Permanent withdrawals and cash-outs cause most harm

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Weak health-care system helps knock U.S. down global retirement ranks

High income inequality and relatively low happiness levels don't help, report finds.

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Unsuitable annuities put veterans in harm’s way: Regulators

Regulators today fired a warning shot about the sale of inappropriate products to veterans seeking to qualify for military pensions. One report says some advisers have been prospecting in assisted-living facilities.

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Insurers tweaking fees, not products, in variable annuity world

Insurers didn't seem overly interested in tweaking their VA offerings in 4Q. Instead, they tinkered with the fees.

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Pru fee hike another nail in VA coffin

Advisers now questioning value proposition for products