The Supreme Court heard oral arguments in Anderson v. Intel on October 6, 2026. Here’s what the decision could mean for plan fiduciaries.
Benchmarks on the Bench: Takeaways from Anderson v. Intel
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What to Expect from an EBSA Investigation – Retirement
On Thursday, September 24, 2026, the Employee Benefits Security Administration (EBSA) held an educational webinar on what employers, plan sponsors, and fiduciaries can expect during a retirement plan investigation. Valerie Gatseman, Supervisory Investigator, and Thomas Leroe-Munoz, Senior Technical Advisor, presented the session. It focused on civil investigations of plans and service providers.
Q3 2026: Lessons from the Litigation Landscape
The first quarter of 2026 made one thing clear: the ERISA litigation environment is evolving — not in wholesale reversals of doctrine, but in meaningful shifts in emphasis, posture, and tone.
Webinar Recap: Facilitating the Transition from Saving to Retirement Income
Our Chief Solutions Officer Bonnie Treichel moderated a webinar with Broadridge exploring “Why Retirement Plans Weren’t Built for Retirement — And Why That’s Finally Changing.”
“It Depends”: IRS Clarifies SECURE 2.0 Amendment Deadlines
On September 16, 2026, the Internal Revenue Service (IRS) released a clarification related to deadlines for SECURE and SECURE 2.0 plan amendments. The IRS’ answer: It depends — on whether the amendment is required or discretionary.
ERISA Record Retention: Keeping the Receipts
Most plan sponsors think about retirement plan administration in terms of participant communications, investment oversight, compliance testing and government filings. Record retention rarely makes the list of strategic priorities — at least until an audit, participant claim, litigation or regulatory inquiry suddenly makes years-old documentation critically important.
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Recent DOL Guidance Might Stave Off Some ERISA Litigation
Over the past couple of years, there have been dozens of suits challenging the operation of workplace wellness programs, and some new guidance from the Department of Labor (DOL) could have an impact.
IRS Fills in Some of the Blanks on Trump Accounts
The IRS and Treasury are out with new guidance filling in some of the gaps surrounding Trump Accounts and how employers can participate.
White in Insurance Business: PBM transparency data is coming, but does anyone read it?
Once that data arrives, who is actually responsible for understanding it? That accountability gap is the central challenge facing plan sponsors, benefits brokers, and legal counsel as the industry prepares for one of the most significant pharmacy benefit reforms in years, according to Bryn White, an employee benefits attorney at Endeavor Law in Kansas City, Missouri, who’s been speaking with Insurance Business Benefits.
Treichel in ProPublica: How to Check In on Your 401(k) Fees
Bonnie Treichel, the founder of Endeavor Retirement, a consulting firm for retirement advisers, said the proposed rules are a framework not a mandate. Employers could offer these investments, but that doesn’t mean they’ll rush to add riskier investment options.
Treichel in Wealth Management: Creative Planning, Transamerica Face Suit Over Plan Selections
The complaint alleges that fiduciaries selected underperforming target date funds; to an industry expert, it illustrates the litigation “risk” for wealth firms converging on the retirement arena.
Twenty Years Later: The Pension Protection Act That Changed Everything
When Congress passed the Pension Protection Act (PPA) in August 2006, most attention focused on fixing pension funding rules and encouraging greater participation in 401(k) plans. Twenty years later, it’s clear that the legislation accomplished far more than that.
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Treichel in Advisor Perspectives: 5 Steps To Help Retirement Advisors Compliantly Integrate AI Usage Into Their Practices
Here are five best practices to help guide fiduciaries and ensure they’re benefiting from artificial intelligence without running afoul of regulations.
Treichel in The Daily Upside: Recommend Investments to 401(k) Plans? Big Changes Could Be Coming
The reality is that retirement plan regulations are in constant flux, and Treichel is tracking at least three major issues that could significantly affect advisors and plan sponsors in the coming months, including a major Supreme Court case and two potential rule changes from the Department of Labor.
EBSA Proposes to Extend E-Delivery Rules to Group Health Plans
A new regulatory proposal would modernize group health plan communications, while also significantly reducing the cost of providing required plan disclosures.
Special Edition: Saver’s Match Guidance Coming
The Internal Revenue Service (IRS) recently announced that the agency and the Treasury Department (Treasury) plan to propose regulations providing guidance with respect to the Saver’s Match provisions of the SECURE 2.0 Act of 2022.
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Treichel in Insurance Business: ERISA litigation surge puts plan sponsors on defense, brokers on alert
Retirement plan lawsuits have spiked since 2020, and AI-assisted filing is accelerating the trend — leaving plan sponsors and their advisors exposed
Treichel in Barron’s: Forget Complex Spreadsheets. Financial Planners Should Try Sketching With Clients.
When it comes to retirement planning, there’s often a communication gap between advisors and clients. For decades, the retirement-planning process has traditionally involved static projections, spreadsheets, reports, and probability analyses. Advisors spend years learning about tax rules, income strategies, and Monte Carlo simulations to deliver expertly crafted advice to clients.
DIY Retirement Plan Investing: Self-Directed Brokerage Accounts
An SDBA doesn’t eliminate fiduciary responsibility; it changes it.
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Treichel in Rethinking65: The SEC Is Watching Your AI Use — Is Your Firm Ready?
The absence of AI-specific rules doesn’t mean regulators are standing still. Here’s how to leverage AI while meeting existing compliance regulations.
Endeavor Appoints ERISA Attorney Bryn White to Expand its Employee Benefits Practice
“Our decision to recruit a dedicated health and welfare benefits attorney was driven by increasing client demand for counsel in this area,” said Treichel. “The hire represents the latest step in our strategic growth, which has long been guided by listening to our clients and investing in the capabilities they need most. Over the years, we have expanded into new disciplines and added specialized talent to better serve our clients, and this addition continues that tradition of thoughtful, client-focused growth.”
Q2 2026: Lessons from the Litigation Landscape
The first quarter of 2026 made one thing clear: the ERISA litigation environment is evolving — not in wholesale reversals of doctrine, but in meaningful shifts in emphasis, posture, and tone.
Treichel Joins “Be More Than A Fiduciary” with Eric Dyson
In this episode, Eric and ERISA attorney Bonnie Treichel unpack DOL proposed regs and how fiduciaries can align process, purpose, and benchmarks without getting lost in the legal weeds.
HSAs: Healthcare Benefit, Retirement Strategy – Or Both?
Since they were created in 2003, HSAs have evolved into something much larger: a hybrid healthcare-retirement savings vehicle.
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How/Is the Trump Retirement IRA Proposal Different from the myRA?
President Trump signed an executive order in April directing the development of a federal IRA savings program (TrumpIRA.gov) to reach uncovered workers. Some have drawn comparisons to an initiative during the Obama administration called my Retirement Account, or myRA, which was terminated during the first Trump administration.
Treichel Joins “Women’s Million Dollar Conversations” with Alice Tang
Bonnie Treichel joined Alice Tang to talk about how the pursuit of a perfect plan can stand in the way of actual progress.
Treichel in Trust & Estates: Three Blind Spots in Modern Retirement Advice
Our Founder and Chief Solutions Officer Bonnie Treichel joins coauthor Jamie Hopkins to talk about the three blind spots facing participants in the modern retirement landscape.
Prudent Participant Data Usage Principles
Historically, according to a few courts, participant data may not be a plan asset under the ERISA, but it is undeniably an asset. And increasingly, it’s being used like one.
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Special Edition: President Trump Issues Executive Order to Expand Retirement Savings
On April 30, 2026, as a follow-up to remarks from the State of the Union address earlier in the year, President Trump issued an executive order (EO) designed to expand retirement plan access and close the nation’s retirement savings coverage gap
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Treichel in Financial Advisor Magazine: Why Clients With More Than ‘Enough’ Still Struggle In Retirement
At the Invest in Women Conference in Boston, our Founder and Chief Solutions Officer Bonnie Treichel spoke about the emotional side of retirement and why clients with more than enough money may still feel unprepared.