Tag: Retirement Income

Standard Releases DB Modeling Tool

Standard Retirement Services has released an online defined benefit calculator that allows retirement plan participants to compare alternative pension income scenarios based on different assumptions and variables.

FINRA Nails Broker-Dealers for Sales to Elderly

The Financial Industry Regulatory Authority (FINRA) said it fined five bank broker/dealers a total of $1.65 million for deficient supervision and procedures related to variable annuity (VA), mutual fund, and unit investment trust (UIT) transactions.