Retirement plan lawsuits have spiked since 2020, and AI-assisted filing is accelerating the trend — leaving plan sponsors and their advisors exposed
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.
An SDBA doesn’t eliminate fiduciary responsibility; it changes it.
The absence of AI-specific rules doesn’t mean regulators are standing still. Here’s how to leverage AI while meeting existing compliance regulations.
“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.”
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.
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.
Since they were created in 2003, HSAs have evolved into something much larger: a hybrid healthcare-retirement savings vehicle.
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.
Bonnie Treichel joined Alice Tang to talk about how the pursuit of a perfect plan can stand in the way of actual progress.
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.
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.
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
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.
Float is not inherently improper, but it must be disclosed, understood and evaluated under ERISA’s fiduciary standards of prudence and loyalty.
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.
At the National Association of Plan Advisors’ (NAPA) annual Summit in Tampa, Fla., advisors participated in the new Managed Accounts Bootcamp, designed to equip them with the foundational knowledge and practical tools to evaluate, implement, and effectively oversee managed account programs in employer-sponsored retirement plans.
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.”
Our Chief Solutions Officer Bonnie Treichel spoke with Advisorpedia at Future Proof Citywide on the sketchbook approach to retirement.
Bonnie Treichel, J.D., co-author of Your Retirement Sketchbook, joined the Wealth on the Move Podcast to discuss the book, retirement planning, and the importance of visualization.
The DOL has outlined its enforcement priorities and guiding principles – and there’s a definite shift in emphasis.
President Donald J. Trump issued a widely anticipated executive order (EO) in early August that would make …
Our Founder and Chief Solutions Officer Bonnie Treichel recently spoke with Wealth Management, discussing the new proposed rule from the Trump Administration regarding alternative investments in 401(k) plans.
Our Founder and Chief Solutions Officer Bonnie Treichel recently spoke with 401(k) Specialist, discussing the new proposed rule from the Trump Administration regarding alternative investments in 401(k) plans.
Our Founder and Chief Solutions Officer Bonnie Treichel spoke with NAPA Net about her new book, Your Retirement Sketchbook.
Retirement isn’t just about money—it’s about meaning, flexibility, and living life on your terms. Advisors can help guide their clients through this process using a fresh, visual approach to planning for the next chapter.
Our Founder and Chief Solutions Officer Bonnie Treichel recently chatted with The New York Times, discussing the new proposed rule from the Trump Administration regarding alternative investments in 401(k) plans.
On March 30, 2026, the Department of Labor (DOL) issued a proposed regulation expanding alternative investments for 401(k) plans.
Our Chief Solutions Officer Bonnie Treichel penned an article in Kiplinger about adopting a personalized approach to retirement and her new book, Your Retirement Sketchbook.
Our Chief Solutions Officer Bonnie Treichel recently sat down with 401(k) Specialist Magazine to discuss visualizing retirement and her new book, Your Retirement Sketchbook.