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The Bruce Sallan Radio Show with Jim Scheinberg

Jim and Bruce talk about how emotions can get in the way of good investing. Click here to listen to the segment

The Bruce Sallan Radio Show with Jim Scheinberg

Jim and Bruce talk about bursts of expression. Click here to listen to the segment

Proposal Would Dramatically Change the Definition of Fiduciary

Due to the inadequacy of the prevailing ERISA definition of fiduciary, the DOL has recently issued a proposed regulation that would expand…

DOL Issues Final Rules on Participant Fee Disclosure Requirements

The Department of Labor published its final rule on participant fee disclosure, Fiduciary Requirements for Disclosure in Participant-Directed Individual Account Plans, on…

The Bruce Sallan Radio Show With Jim Scheinberg

Jim and Bruce talk about the changing markets and changing attidute. Click here to listen to the segment

Many Americans have Yet to Face Reality Regarding Retirement

Nyhart Inc., an actuary and employee benefits consultant, recently conducted a six-month study reviewing nearly 10,000 participant retirement accounts at 110 public…

The Bruce Sallan Radio Show With Jim Scheinberg

Jim and Bruce discuss the technology of investing and the difference between a broker and advisor. Click here to listen to the…

The Bruce Sallan Radio Show With Jim Scheinberg

When should children start learning about money? Click here to listen to the segment

Jim Scheinberg quoted by The New York Daily News

Jim Scheinberg was quoted today in an article by The New York Daily News, entitled “For young (and old), a guide to…

Plan Loans Now Exempt from Truth in Lending Act

Effective July 1, the Federal Reserve amended Regulation Z to exempt most plan loans from the reporting and disclosure requirements found in…