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 APR 14, 2013
Risky (tax) business: Trust income has additional levy

Tax experts just getting their hands around wrinkle in 2012 tax law.

RETIREMENT RETIREMENT PLANNING APR 14, 2013
Budget plan hard on high-net-worth

Rich hit by double-whammy of higher taxes, capped exemptions; advisers smacked, too

RETIREMENT RETIREMENT PLANNING APR 14, 2013
Permanent? That's five years under Obama estate tax plan

Bid to lower exemption after January deal unexpected; advisers sitting tight for now.

RETIREMENT RETIREMENT PLANNING APR 12, 2013
ING to cough up $5.2 million in Labor Department settlement

Insurer failed to disclose to retirement plan clients that it kept investment gains related to late trades.

RETIREMENT RETIREMENT PLANNING APR 09, 2013
Retirement plan advisers undercharging: Panel

Reps providing above-average service often settling for below-market rates

RETIREMENT RETIREMENT PLANNING APR 09, 2013
Eighty-sixing 12(b)-1 fees won't help IRA holders: Researchers

But keeping investors out of actively managed funds would help, says BC research center

Financial firms score well in 401(k) plan ranking
RETIREMENT RETIREMENT PLANNING APR 09, 2013
Financial firms score well in 401(k) plan ranking

Low costs, high employer contributions are the biggest factors

Champion of 401(k) fiduciary standard stole from pension plans: U.S. attorney
NEWS REGULATION AND LEGISLATION APR 05, 2013
Champion of 401(k) fiduciary standard stole from pension plans: U.S. attorney

Matthew Hutcheson faces 31 counts of theft, wire fraud; lauded the fiduciary standard in congressional testimony in 2010

INVESTING FIXED INCOME APR 04, 2013
SEC says Illinois misled investors over pension funding

RETIREMENT RETIREMENT PLANNING APR 03, 2013
American Funds ups its game in retirement arena

Faced with outflows in retirement share class, American Funds launches new lineup of products, adds new options for advisers.