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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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401(k) plans shouldn’t jump the gun divesting firearm stocks

Plan sponsors may want to hold off if they are thinking of selling stocks of controversial companies such…

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Float hopes? Another investor sues Fidelity over use of temporary funds

Another plan participant has filed suit against Fidelity, claiming the company misused float income generated off of some $46B held in 401(k) accounts.

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Fidelity annuities vet jumps to Bank of America

Jeff Cimini takes on new role as head of personal retirement

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VA buyback offers raising hackles in B-D Land

Recent VA buyback offers by insurers are getting a frosty reception from B-Ds. Here's why.

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Annuity sales show Guggenheim not so crazy with buying binge

Big rise in market share for Security Benefit, EquiTrust; generous benefits

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Think twice before dropping controversial stock holdings

Public pensions are scrutinizing gun stock investments, but private plan advisers may want to hold off

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Now, it’s Treasury that’s pulling cash from its retirement plan to pay bills

Move to suspend investments will give the government about $156B in breathing room.

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  • January 13, 2013

Much rides on suit for Ameriprise, ERISA funds

The end is nowhere in sight in the legal battle between Ameriprise Financial Inc. and a slate of…

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  • January 13, 2013

Employers eye returns in 401(k)s

Retirement plan participants aren't the only ones looking to juice returns. A recent research brief from the…

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Roth 401(k) switch is a good deal for younger taxpayers sitting on cash

The Senate’s decision to lift restrictions on Roth 401(k) conversions will be a boon to select individuals —…