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Dayle Scheinman, AIF®

Dayle Scheinman, AIF®

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Information

Other Names: Dayle N Scheinman, Dayle Nelson Scheinman, Dayle Scheinman
Firm:
Additional Firm:
Type: Dual Registration
Description

My life revolves around my kids, 401k plans, coaching soccer, saving financial lives, and more kids! My firm specializes in retirement plan consulting for organizations and individuals. This advisor's firm is SEC-registered.

Practice Areas:
• Retirement plan consulting
• Portfolio management
• Retirement planning ...(see more)

Advisor Timeline

No timeline events available.
Experience
EmployerYearsDates
360 Wealth Management, LLC 1 year, 8 months Jan 2013 - Present
Lpl Fnancial LLC 2 years, 3 months Jun 2012 - Present
Investacorp, Inc. 2 years, 6 months Dec 2009 - Jun 2012
AXA Advisors, LLC 9 months Mar 2009 - Dec 2009
Fidelity Investments 4 years, 5 months Sep 2004 - Feb 2009
Exams
ExamSeriesPassed Date
Uniform Combined State Law ExaminationSeries 66 04/22/2009
General Securities Representative ExaminationSeries 7 11/11/2003

Answers and Guides

Level 15 Level 15 Contributor 3 Answers and 3 Financial Guides

Top Answers

Answered Jan 16, 2012 near North Richland Hills, TX
8 votes
The TSP has very low investment expenses because it is utilizing index funds and the huge pool of dollars inside of the plan has allowed for the internal expenses to be extremely low. To give you an idea, the TSP offers index funds around 0.025% and ...(more)
Answered Jan 16, 2012 near North Richland Hills, TX
6 votes
The answer would depend on how well your crystal ball works. Both have the future potential to outperform the other, but they are two different types of investments. Most professionals would agree that since none of our crystal ball theories tend to ...(more)
Answered Dec 28, 2012 near North Richland Hills, TX
5 votes
I would always recommend comparing different types of providers rather than comparing two groups that are similar to each other. Both Great-West and Mass Mutual are insurance companies that offer bundled 401(k) services and neither company will take ...(more)

Top Guides

The National Retirement Risk Index

Published Apr 02, 2013
2 votes
The Center for Retirement Research at Boston College has calculated the National Retirement Risk Index (NRRI) for a number of years. It compares projected income replacement rates with target rates that would permit workers to ...(more)

2013 Federal Income Tax Update

Published Dec 28, 2012
2 votes
Overview This may be the final year the Bush tax cuts remain in effect unless Congress acts to further extend them. The Bush tax cuts, enacted in 2001 and 2003, were originally scheduled to expire ...(more)

Finding the Right Fund Menu

Published unknown
9 votes
The quest for the most optimal investment menu for employee directed retirement plans is not just something plan sponsors should be ignoring or just thinking about, but that they are obligated to do so. Part ...(more)
*Answers and guides are provided without compensation.

Advisor Information

Articles/Publications

Key Findings Summary

From the BlackRock Annual Defined Contribution Survey, 2011

Why 401(k)s Should Offer Index Funds

By RON LIEBER, Published: May 13, 2011

Defined contribution: Lessons learned from the financial crisis - 12/23/10

The financial crisis really impacted nearly every participants savings plan. Looking back, what are some of the investment lessons that we might learn from that? by JPMorgan Funds

PLANSPONSOR 2010 DC Survey

PLANSPONSOR.com

Fiduciary Responsibilities for Company Retirement Plans

From the United States Department of Labor

Hewitt Survey: 2009 Trends & Experience in 401(k) Plans

Information on key aspects of 401(k) design, investments, education, communication, plan expenses collected from a cross-section of plan sponsors.

Active vs. Passive Investments Strategies - 10/1995

The following paper is a transcript of Rex Sinquefield's opening statement in debate with Donald Yacktman at the Schwab Institutional conference in San Francisco, October 12, 1995.

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Advisor Assets Under Management

help text
$212.1K
Total Assets
13
Clients
$16.3K
Estimated Average Account Balance Per Client
*An individual AUM and number of accounts has been entered by the advisor and has not been verified.

Advisor Client Types

Pension and Profit Sharing Plans
Individuals
Corporations or Other Businesses

*The Client Types data displayed has been entered by the advisor and has not been verified.

Licenses and Conduct

Regulator
License Status
Registered
Registered
Disclosures

No Disclosures Found

No Disclosures Found

As of Date
09/10/2014
08/03/2014
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Advisor Compensation Arrangements

help text
Fee Only
Advisor

This advisor has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.