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the Complex World of
Retirement Plan Governance


It’s Time to Make a Change

As Margins Decrease and Complexity Increases, Retirement Plan Advisors Require a Scalable Governance Solution

That’s where we come in. We keep your governance and documentation in compliance and easy to manage, mitigating risk for your plan sponsor clients. Our streamlined governance framework allows advisors just like you to select a level of service that best suits your needs so that you can save time, manage risk and secure new business – everything you’ve been looking for and more.

Which Option is Right For You? 

We Offer More Than Just Whitepapers.

Say Hello to Actionable Tools + Training

Navigator is an On-Demand Solution for Advisors to Streamline Governance

Discover Navigator

Support your clients more efficiently with strategically curated resources that combine the expertise of ERISA attorneys with the practicality of an advisor’s perspective.

  • Branded Monthly Compass Newsletter
  • Quarterly Webinar Series
  • Marketing and Sales Resources
  • Access to ERISA Help Desk
  • Sales Materials, Tools and Templates
  • Consistent & reliable information for clients of any size
  • Guidance on Complex Regulations and Requirements
ERISA lawyer providing advisor consulting o on governance and retirement-plans.

Advisor Consulting

Leverage the expertise of experienced ERISA lawyers, governance experts and former retirement-plan consultants to help your business grow.

Common consultation topics include:

  • Risk Management
  • Practice Management
  • Compliance and Governance
  • Sales and Marketing
  • Technology Implementation
Book Bonnie Treichel, ERISA Attorney for Retirement Planning or Governance Speaking or Moderating

Speaking & Moderating

We are available for keynote speaking, moderating, and panelist work, providing in-depth insights on the hottest topics in the retirement industry.

We guarantee relevance by customizing topics and ensuring compliance with your policies and procedures.

  • Webinars
  • Custom Requested Presentation
  • Boot Camps ( 3-5 hrs. )
  • Ethics Classes for CE Credit
  • Panelist Moderation

You’re Invited

See Us In Action

Upcoming Events

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Endeavor Retirement Team 2024

Welcome to Endeavor Retirement

At Endeavor Retirement, we’re on a mission to simplify governance so that advisors and plan sponsor clients are empowered to help participants maximize savings for a successful retirement. One advisor at a time, our job is to help each advisor we work with shine bright.

Providing Plan Sponsor Consulting, Retirement Planning Speaking and Navigator.

Let Us Know How We Can Assist You

Endeavor Retirement is here to help. Contact us now to get in touch with a member of our team.

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