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
Advisers ducking crucial retirement issue: MIT prof
RETIREMENT RETIREMENT PLANNING JUN 28, 2012
Advisers ducking crucial retirement issue: MIT prof

Financial advisers 'hide under the table' when clients ask about future health care costs, says Coughlin; guessing game

Seven retirement questions all advisers should ask
RETIREMENT RETIREMENT PLANNING JUN 28, 2012
Seven retirement questions all advisers should ask

The answers can prove pivotal in setting up an investment program for clients, says professor

Fewer investors read through a VA prospectus in 2012
RETIREMENT RETIREMENT PLANNING JUN 25, 2012
Fewer investors read through a VA prospectus in 2012

Even fewer investors are reading their variable annuity prospectus, which can be 150-300 pages long; brevity would help reader rates

INVESTING EQUITIES JUN 24, 2012
The next opponent for Wall Street banks? Their own employees

A drop in stock prices could trigger worker suits over 401(k) plans as investors and sponsors argue over diversification

RETIREMENT RETIREMENT PLANNING JUN 22, 2012
J.P. Morgan links up with FASCore in recordkeeping arrangement

J.P. Morgan Asset Management has joined up with FASCore to provide record keeping solutions for the asset manager's small-to-midsized plan clients

RETIREMENT RETIREMENT PLANNING JUN 22, 2012
Small retirement plans are sweet on bundled service providers

John Hancock Retirement Plan Services takes the cake among plan sponsors as a favored defined-contribution investment manager.

Stillwater runs dry as OSU, Pickens come up empty in insurance battle
RETIREMENT RETIREMENT PLANNING JUN 21, 2012
Stillwater runs dry as OSU, Pickens come up empty in insurance battle

Judge rejects bid to recoup $33 million in soured funding scheme for school's athletic department; life insurance policies taken on 27 donors

GM pension deal heaps 'significant risk concentration' on Pru: Moody's
RETIREMENT RETIREMENT PLANNING JUN 19, 2012
GM pension deal heaps 'significant risk concentration' on Pru: Moody's

Insurer faces asset liability management and longevity risks tied to pension obligations; 'credit negative'

RETIREMENT RETIREMENT PLANNING JUN 18, 2012
DOL does turnaround, backs off controversial brokerage window provisions

In a surprise move, the Department of Labor backed off an earlier provision that tightened the standards governing brokerage account windows. The response of 401(k) advisers and consultants? Huzzah.

For 401(k) advisers, standard come-ons not cutting it anymore
RETIREMENT RETIREMENT PLANNING JUN 18, 2012
For 401(k) advisers, standard come-ons not cutting it anymore

Open architecture and fund selection now commonplace; 'evolution'