All Posts

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…

Legal Brief – Plan Investment Fee Cases Gaining Some Ground

401(k) participants of Southern California Edison (SCE) won a key legal victory against their employer when Judge Stephen V. Wilson of the…

Regulatory Update – DOL Issues Fee Disclosure Rules

In July, the Department of Labor released its long-awaited, interim final regulations on plan fee disclosure. These rules amend the existing law…

Study Finds Employee’s Want Automatic Contribution Increases

A recent poll conducted by LIMRA, an association that provides research, consulting and other services to the financial services community, suggests that…

Vanguard’s Reconstitution of its Target Date Funds Suggests Further Shift in G.A.I.T.

Vanguard stated its intention to increase the international equity exposure of its target retirement funds, LifeStrategy Funds, and STAR Fund from approximately…

Summer 2010 Market Commentary

North Pier Market PIERspective – Jim Scheinberg “Putting on the Fitz” In our Fall 2009 Market Commentary, we forecasted a ‘Fits and…

RADIO SHOW with Bruce Sallan!

Listen to Partner, Jim Scheinberg talk about Family Financial Matters today at 11:00 am on Bruce Sallan’s Santa Barbara radio show! Tune…

Spring 2010 Market Commentary

“What goes down, must certainly come up…” …when you are coming out of a financial panic that is.  Many sit in awe…

The Bruce Sallan Radio Show With Jim Scheinberg

UGMA, 529 Plans, savings vehicles and glide paths for children’s accounts. Click here to listen to the segment