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…
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…