Important Updates
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 …
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 …
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 …
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 + 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 …
DOL Fiduciary Rule: Final Rule Initial Reactions
On April 23, 2024, the Department of Labor (DOL) announced updates to the investment advice fiduciary…
Treichel offers key steps for plan advisors ahead of the final Fiduciary Rule
The Department of Labor’s proposed rule is expected to bring a surge of fiduciaries into the retirement …
Fiduciary Rule Updates and What to Expect Next
Last week, the SEC proposed two new rules. The proposed rules were surrounding 1) conflicts of interest…
DOL Fiduciary Rule: Practical Implications for Financial Professionals
On Tuesday, October 31 the Department of Labor (DOL) released their Retirement Security Rule…
SEC Proposes Two New Rules Impacting Broker Dealers and Investment Advisors
Last week, the SEC proposed two new rules. The proposed rules were surrounding 1) conflicts of interest…
Reimagining Market Commentary
As we set out to reimagine retirement, one of Endeavor’s goals is to filter the noise and help advisors enhance their retirement…
SECURE 2.0: A Perspective for Retirement Plan Practitioners
SECURE 2.0 comes in at nearly 100 provisions, making it a far more extensive piece of legislation than the original…