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Darla Mercado

Reporter: Insurance / Retirement Products

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.

Recent Articles

Raymond James bolsters indexed annuities and life wholesaling with acquisition

May 29, 2015

The deal with Producers Choice, an insurance marketing organization, is expected to give the broker-dealer greater control over the way annuities are wholesaled to advisers

Reported Wells Fargo-Financial Engines deal may ease rollover harvest — for now, say experts

May 28, 2015

The relationship could work well for non-fiduciary reps who service retirement plans, but that would change if the DOL's fiduciary rule proposal passes in its current form

Best practices for retirement plan rollovers

May 27, 2015

Advisers can provide basic education on distribution options, even if the Labor Department's proposed fiduciary rules are still murky

Real estate company seeks $20M for New York City mausoleum high-rise

May 21, 2015

Rest in peace and luxury: Average prices are expected to top $65,000 for crypts and $17,000 for niches for funerary urns

Lessons for advisers from Supreme Court's decision on 401(k) excessive fees lawsuit

May 20, 2015

A few suggestions for retirement plan advisers who want to protect their clients and themselves as 401(k)s face legal and regulatory scrutiny

Supreme Court rules Maryland double-tax structure is unconstitutional

May 19, 2015

Accountants prepare clients to refile income tax returns for refund of county taxes

Supreme Court hands down decision in key 401(k) lawsuit

May 18, 2015

Advisers: Mind your recommended fund lineups, review plan sponsor contracts

Nationwide to pay $8M to settle with SEC over variable annuity mail snafu

May 14, 2015

SEC says insurer deliberately delayed receipt of VA mail orders

Broker-dealers face administrative hurdles in rollout of QLAC annuity

May 13, 2015

Confusion remains over who ensures the contract purchase meets Treasury's guidelines

Getting the message: Social Security claimants are waiting past 62

May 12, 2015

Shifts in workplace retirement benefits, other factors, encourage more people to wait to claim benefits

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