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
Plan advisers need to make sure they can properly service MEPs and are not just dazzled by the idea of adding dozens of new clients.
Advisers and accountants are taking a look back at 2014's results and thinking about what they can do better for 2015.
The late comedian's estate plan is back in the headlines: This time, his beneficiaries are embroiled in a legal fight over the interpretation of his trust.
The answer to which strategy is best will depend on the scenario in question.
Insurer faces uphill battle as competition in defined contribution investment-only space is tough.
In the most complex scenarios, you may answer to DOL, Finra and SEC.
Advisers planning for the long-term-care needs of clients should seriously consider the potential tax savings that come with these communities.
As the financial services industry moves toward a fiduciary standard, prizes for top insurance sellers smack of conflict.
As health care benefits fall out of favor with employees, some small businesses are considering redesigning their 401(k)s to retain staff.
Advisers planning for the long-term-care needs of clients ought to seriously consider the potential tax savings that come with continuing care retirement communities.
