Dayle Scheinman

About Dayle Scheinman

Fiduciary concerns over retirement plan management have become increasingly complex over the past twenty years. My mission is to make this process easier through assistance with plan evaluation, plan design, provider selection, investment oversight, proper plan governance and education services for both the plan sponsor and employees. At the end of the day, my goal is to help companies offer the best retirement plan possible to help their employees retire with dignity and achieve the highest quality lifestyle during their non-working years. This is not just my job, but my passion. When employees are better prepared for retirement, everyone wins: employee, employer and society. My life revolves around my kids, corporate retirement plans, coaching soccer, helping people work toward their financial goals, and more kids! If I can squeeze in a game of my own, it\'s a great week. Specialties: 401(k) plans, 457 plans, DC, DB, pension plans, cash balance plans, non-qualified plans, ESOPs, allocation models, open and closed ended mutual funds, consulting, retirement plan providers, ERISA 3(38) Investment Manager, ERISA 3(21) Fiduciary, provider due diligence and searches, investment analysis

Experience

1. Retirement Plan Consultant at Elevated Investment Partners

   LPL Financial

   Jul 2012 — Present

   Practice Areas: • Retirement plan consulting -ERISA 3(38) Investment Manager -401(k), defined benefit, employee stock ownership plans, 403(b), 457(b) and 401(a)• Client portfolio management • Retirement planningLearn more at: and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.