Insights + Events
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.
Treichel in NAPA-Net: How and Why Managed Accounts Matter – What Advisors Need to Know
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.
Webinar Recap: Why Retirement Plans Weren’t Built for Retirement — And Why That’s Finally Changing
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.”
Treichel in Advisorpedia: What Advisors Can Learn From the Sketchbook Approach
Our Chief Solutions Officer Bonnie Treichel spoke with Advisorpedia at Future Proof Citywide on the sketchbook approach to retirement.
Treichel Joins “Wealth on the Move” Podcast to Discuss “Rewirement” and Your Retirement Sketchbook
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.
A Shift in Enforcement Emphasis for the Department of Labor
The DOL has outlined its enforcement priorities and guiding principles – and there’s a definite shift in emphasis.
Q1 2026: Review of Defined Contribution Regulation, Legislation, & Litigation
President Donald J. Trump issued a widely anticipated executive order (EO) in early August that would make …
Treichel in Wealth Management: New DOL Rule Opens ‘Safe Harbors’ for Alts Access in 401(k)s
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.
Treichel in 401(k) Specialist: Industry Leaders React to DOL Proposal Expanding Alternatives to 401(k)s
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.
Treichel in NAPA Net: Making Retirement Real — One Sketch at a Time
Our Founder and Chief Solutions Officer Bonnie Treichel spoke with NAPA Net about her new book, Your Retirement Sketchbook.
How Your Retirement Sketchbook Can Guide Important Conversations with Participants
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.
Treichel in The New York Times: 401(k) Plans Could Add Riskier Investments Under a New Rule
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.
Treichel in Kiplinger: Like Baking a Cake, Plan Your Retirement With Core Ingredients, But Personalize the Frosting
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.
Treichel Speaks with 401(k) Specialist Magazine About Visualizing Retirement
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.
Treichel Speaks to MarketWatch About Your Retirement Sketchbook
Our Chief Solutions Officer Bonnie Treichel recently sat down with MarketWatch to discuss her new book, Your Retirement Sketchbook.
While Judge Vacates Retirement Security Rule, Fiduciary Standards Remain
On March 12, 2026, Judge Jeremy D. Kernodle in the U.S. District Court for the Eastern District of Texas approved a motion to vacate the Retirement Security Rule. Despite the recent legal decision, there is very much a fiduciary rule still in place—and for advisors already serving retirement plans as fiduciaries under ERISA, the practical impact of the recent court ruling is minimal.
SEC Regulatory Update and Analysis for 2026
Over the past year, the SEC has taken several regulatory actions that materially affect RIAs. SEC regulation has been focused on the implementation of existing rules, exam-driven enforcement priorities, and the withdrawal of several proposed rules that would have significantly broadened advisor obligations.
401(k) Specialist: Curtailing ERISA Litigation and Understanding Best Practices with Bonnie Treichel
Our Chief Solutions Officer Bonnie Treichel recently sat down with Amanda Umpierrez of 401k Specialist Magazine to discuss how plan sponsors and advisors can manage litigation risk for 401(k) plans – both large and small – amidst ongoing litigation trends.
Kiplinger: Your Retirement Isn’t Set in Stone, But It Can Be a Work of Art
Bonnie penned an article in Kiplinger explaining how the sketchbook approach to retirement can help individuals retire with dignity.
Treichel Joins “The Gap” to Discuss Her New Book, Your Retirement Sketchbook
Bonnie recently joined Shannon Edwards to discuss her new book, Your Retirement Sketchbook, and her journey in retirement plans.
Treichel Joins “Don’t Do That” Podcast to Discuss Her New Book, Your Retirement Sketchbook
Bonnie recently joined Shannon Edwards to discuss her new book, Your Retirement Sketchbook, and her journey in retirement plans.
SEC Issues Exam Priorities for 2026
In an annual notice that chief compliance officers (CCO) look forward to receiving with trepidation, the …
Q3 2025: Review of Defined Contribution Regulation, Legislation, & Litigation
President Donald J. Trump issued a widely anticipated executive order (EO) in early August that would make …
Treichel Joins “Decoding Growth” to Discuss How Compliance Can Lead to Growth in the Retirement Industry
Bonnie recently appeared as one of the first guests on “Decoding Growth,” a new podcast from Lisa Kottler …
In the News: Bonnie Speaks with CNBC on the Future of Alternative Investments in Retirement Plans
Bonnie Treichel, JD, founder of Endeavor Retirement, spoke with CNBC on September 8 about the future …
NAPA-Net Series: Examining How to Spot Opportunity While Proactively Managing Associated Risks
You may have seen it. At the end of 2024, industry duo Will Prest and Lisa Kottler from KWP Growth Partners, released …
FinCEN Delays RIA AML Rule — More Time to Prepare
On July 21, 2025, the U.S. Treasury’s Financial Crimes Enforcement Network (FinCEN) announced it is postponing …
Recapping the Endeavor Retirement Intern Experience – Summer 2025
Every year, workplaces take July 31 to recognize the contributions of interns in their offices. Endeavor Retirement …
DOL Offers a PEP Talk
On July 28, the Department of Labor (DOL) issued guidance and a request for information regarding pooled …
Quick Takes: Q2 2025 Review of Defined Contribution Regulation, Legislation, & Litigation
The Department of Labor’s Employee Benefits Security Administration (EBSA) announced on May 28 that it …
Q2 Newsletter
As the days grow longer and the sun shines brighter, Endeavor Retirement is embracing the energy of the …
Why Everyone Wants Lifetime Income, But Few Take It
At the recent NAPA 401(k) Summit in Las Vegas, industry experts Bonnie Treichel, Chief Solutions Officer at …
Quick Takes: Q1 2025 Review of Defined Contribution Regulation, Legislation, & Litigation
In the waning days of the Biden Administration, there was a flurry of regulations and proposed regulations …
Endeavor Retirement Announces New Head of Advisor Success, Christine Masoni
Endeavor Retirement is excited to announce that Christine Masoni has joined the company as the new Head …
Treichel Shares how Recordkeepers and Advisors Can Collaborate to Serve Plan Participants
As the retirement plan industry evolves, recordkeepers and advisors are navigating new challenges in serving …
Welcoming Our New Intern: Kabya Pyakuryal
Endeavor Retirement is excited to welcome Kabya Pyakuryal as our newest intern! Kabya is a sophomore at …
Quick Takes: Q4 2024 Review of Defined Contribution Regulation, Legislation, & Litigation
The Treasury Department and IRS have issued guidance on LTPTE in 401(k) and 403(b) retirement plans under Section …
Treichel Shares Potential Regulatory Shifts Under Trump Administration
As the retirement plan industry anticipates shifts under the new Trump administration, experts are weighing …
Bonnie Treichel’s Take on ESG and Fiduciary Rules in a New Political Landscape
As the dust settles from the recent U.S. presidential election, the retirement industry is bracing for potential …
Reimagining Retirement | Episode 9
On October 29, 2024, Bonnie Treichel, Chief Solutions Officer of Endeavor Retirement, hosted Endeavor’s…
Retirement Savings Gets a COLA Bump for 2025
On November 1, the Internal Revenue Service (IRS) announced its annual update to contribution limits for …
Celebrating Diversity: Reimagining Retirement Earns Gold Choir Certification
We are excited to announce that Endeavor Retirement’s Reimagining Retirement series has been awarded…
Navigating Crypto in 401(k) Plans: Insights from Bonnie Treichel
As the financial landscape continues to evolve, the integration of cryptocurrency into retirement plans …
Quick Takes: Q3 2024 Review of Defined Contribution Regulation, Legislation, & Litigation
Generally, this time of year sees less legislative and regulatory activity, but a few important bills were introduced …
Treichel Quoted Regarding Fiduciary Rule Setback
Two legal challenges in Texas have delayed the fiduciary rule, which was supposed to take effect on …
Reimagining Retirement | Episode 8
On July 23, 2024, Bonnie Treichel, Chief Solutions Officer of Endeavor Retirement, hosted Endeavor’s eighth…
Man Vs. Machine – CITs and Mutual Funds in 401(k) plans featuring Bonnie Treichel
In the latest installment of Man vs. Machine, Retirement Daily asked ChatGPT the following question …
Treichel testifies before the ERISA Advisory Council
The ERISA Advisory Council is studying Lifetime Income and Qualified Defined Investment Alternatives. …
FinServ Foundation Welcomes distinguished leaders to its Board of Directors
FinServ Foundation, a 501(c)(3) nonprofit committed to promoting talent in the financial services sector …
Bonnie Treichel interviewed – Why is the SECURE Act important to plan sponsors?
In this short interview, Bonnie Treichel, Chief Solutions Officer of Endeavor Retirement and Founding …
Transitioning from plan education to wealth management
Retirement plan advisors that are not connected to a wealth management division are dwindling. A plan …
Treichel reminds us about the importance of ERISA fiduciary status for investors
The Department of Labor’s new Retirement Security Rule, effective on September 23, 2024, is …
Treichel Shares Understanding of New Fiduciary Rule and Its Impact on Retirement Investors
As the conversation around fiduciary responsibilities continues to evolve, the Department of Labor’s (DOL) …
Treichel provides guidance for cryptocurrency in retirement plans
In a recent article written by Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement, and …
Treichel quoted in a recent InvestmentNews article regarding Fiduciary Rule
Lawmakers have initiated a process using the Congressional Review Act to potentially overturn federal …
Treichel featured in recent ThinkAdvisor “Ask the Retirement Expert” podcast
The rules and regulations that govern employer-sponsored 401(k) plans are constantly evolving. Recognizing …
Unlocking Growth in Retirement Planning: Insights from Bonnie Treichel
In a recent episode of the “Ask the Retirement Expert” podcast, ThinkAdvisor’s Senior Reporter John Manganaro …
Treichel quoted in article discussing the first lawsuit seeking to strike down the Department of Labor’s Retirement Security Rule
A lawsuit filed shortly after the DOL finalized its Retirement Security Rule, emphasizes differences from past …
Treichel quoted in an article discussing the implications of recommending rollovers
Under the new Fiduciary Rule, one-time recommendations, including those regarding rollovers, are subject to …
Treichel + others explain what retirement advisors need to know about the upcoming Retirement Security Rule
With the DOL final fiduciary rule released, it’s important for industry leaders to quickly understand what …