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
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RETIREMENT LIFE INSURANCE AND ANNUITIES AUG 20, 2014
BlackRock raises equity allocation in target date funds

Changes to LifePath Index come as other providers also have sought to increase equity allocations after retirement.

RETIREMENT RETIREMENT PLANNING AUG 19, 2014
Great-West names leaders for new retirement organization

The firm's rebranding efforts follow combinations with J.P. Morgan Retirement Plan Services' record-keeping business and Putnam Investments' retirement unit.

RETIREMENT LIFE INSURANCE AND ANNUITIES AUG 19, 2014
MassMutual raises retirement game with hiring spree

Insurer aims to boost position among retirement plans with around $15 million in assets.

YOUR PRACTICE PRACTICE MANAGEMENT AUG 15, 2014
Female advisers share secrets for outsourcing

One strategy: Hiring a third party to free them up and boost business.

He needed a script: Actor Philip Seymour Hoffman left a legal mess behind
RETIREMENT RETIREMENT PLANNING AUG 14, 2014
He needed a script: Actor Philip Seymour Hoffman left a legal mess behind

In leaving his estate outright to his partner, the Oscar-winning actor left her with a multimillion-dollar tax bill

RETIREMENT TAX AUG 13, 2014
Advisers beware: Corporate inversions could mean higher tax bills for your clients

Companies moving abroad to avoid taxes — corporate inversions — could trigger capital gains and additional paperwork for clients.

RETIREMENT LIFE INSURANCE AND ANNUITIES AUG 13, 2014
Variable annuity scam architect settles with SEC, admits to wrongdoing

As part of an SEC settlement, ex-broker admitted to running an $80 million scheme that profited from the deaths of terminally ill patients.

RETIREMENT RETIREMENT PLANNING AUG 11, 2014
Surrender fees haunt legacy 403(b) plans

As employers move to lower-cost retirement options, some plans charge as much as 8% to switch.

RETIREMENT RETIREMENT PLANNING AUG 10, 2014
401(k) fiduciary breach lawsuit heads to the Supreme Court

Court asked to consider statute of limitations that require plaintiffs to bring a suit alleging breach of duty within six years.

RETIREMENT RETIREMENT PLANNING AUG 10, 2014
Lockheed Martin retirement plan case gets trial date

Long-fought legal battle between Lockheed Martin and a group of its retirement plan participants will finally go to trial in December after the plaintiffs were granted class action status.