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

Darla Mercado
Displaying 883 results
RETIREMENT RETIREMENT PLANNING NOV 14, 2014
DOL to review documents in 401(k) excessive fee suit

The Department of Labor will look for a possible ERISA violation after making an unprecedented petition to look at the case documents last summer.

RETIREMENT RETIREMENT PLANNING NOV 12, 2014
Supreme Court case could shake up union retiree benefits

For advisers, it's time to get familiar with the terms under which union employees receive health care.

RETIREMENT TAX NOV 10, 2014
Advisers, clients prepping new playbook to handle American Taxpayer Relief Act

New taxes, higher tax brackets call for some fancy footwork by advisers and accountants seeking to mitigate effects of tax law changes.

NEWS RIAS NOV 10, 2014
Lawsuit against Financial Engines a red flag for plan sponsors

Patent infringement claims against Financial Engines means plan sponsors should be vigilant and ready to reassure plan participants.

RETIREMENT RETIREMENT PLANNING NOV 07, 2014
With Medicare signup coming soon, tax bracket management strategies can help clients save

Income levels determine how much clients will pay for Medicare Parts B and D; planning is key.

RETIREMENT RETIREMENT PLANNING NOV 02, 2014
Wrangling clients' health care costs in retirement

Advisers are turning to various services to estimate the unknowable in retirement

RETIREMENT RETIREMENT PLANNING OCT 31, 2014
New rules for annuities and target date funds inspire products race

Firms are at the drawing board designing retirement products, thanks to new guidance issued last week by the Treasury and Labor departments

RETIREMENT TAX OCT 29, 2014
Robos using tax alpha to distinguish themselves

Betterment offers new feature to highlight tax impact before trades conducted.

Now that annuities are OK in retirement plans, what strategy is best?
RETIREMENT RETIREMENT PLANNING OCT 24, 2014
Now that annuities are OK in retirement plans, what strategy is best?

Morningstar researcher suggests 30% allocation to annuities - and more equities.

RETIREMENT RETIREMENT PLANNING OCT 23, 2014
5 year-end tax strategies to put in place now

Tips to help make 2014's bill less painful than 2013's